VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,555,511 | -11.5% | 7,986 | -6.5% | 1.55% | -6.4% |
| Q2 2023 | $1,757,462 | +3.9% | 8,541 | -1.6% | 1.66% | +0.4% |
| Q1 2023 | $1,691,353 | +7.2% | 8,679 | -1.1% | 1.65% | +12.5% |
| Q4 2022 | $1,577,283 | +2.3% | 8,774 | -3.0% | 1.47% | -4.1% |
| Q3 2022 | $1,542,000 | -0.8% | 9,043 | +2.1% | 1.53% | +6.4% |
| Q2 2022 | $1,554,000 | -14.0% | 8,858 | +9.3% | 1.44% | +3.3% |
| Q1 2022 | $1,806,000 | -14.6% | 8,107 | -2.4% | 1.40% | -10.9% |
| Q4 2021 | $2,115,000 | +5.7% | 8,307 | -1.9% | 1.56% | -7.1% |
| Q3 2021 | $2,001,000 | +0.5% | 8,469 | +0.5% | 1.68% | -2.0% |
| Q2 2021 | $1,992,000 | +14.2% | 8,429 | +3.7% | 1.72% | +2.8% |
| Q1 2021 | $1,744,000 | +4.8% | 8,129 | +3.6% | 1.67% | +0.8% |
| Q4 2020 | $1,664,000 | – | 7,845 | – | 1.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 314,982 | $33,568,000 | 20.65% |
| Truepoint, Inc. | 796,291 | $84,861,000 | 12.76% |
| Quantitative Advantage, LLC | 373,221 | $39,774,000 | 10.25% |
| Arrow Investment Advisors, LLC | 446,227 | $47,554,000 | 9.57% |
| IBBOTSON ASSOCIATES INC | 87,251 | $9,298,000 | 6.26% |
| Avior Wealth Management, LLC | 55,828 | $5,950,000 | 4.64% |
| Cranbrook Wealth Management, LLC | 70,138 | $7,475,000 | 4.29% |
| FundX Investment Group, LLC | 78,123 | $8,326,000 | 3.45% |
| Community Financial Services Group, LLC | 67,348 | $7,177,000 | 3.42% |
| CHURCHILL MANAGEMENT Corp | 893,131 | $95,181,000 | 3.39% |