VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,664,976 | -6.0% | 8,549 | -0.7% | 0.38% | -3.8% |
| Q2 2023 | $1,771,322 | +5.6% | 8,608 | 0.0% | 0.40% | +0.5% |
| Q1 2023 | $1,677,633 | +3.2% | 8,608 | -5.6% | 0.39% | -30.8% |
| Q4 2022 | $1,625,339 | -1.5% | 9,122 | -5.7% | 0.57% | -12.2% |
| Q3 2022 | $1,650,000 | -14.4% | 9,674 | 0.0% | 0.65% | -0.9% |
| Q2 2022 | $1,928,000 | -10.7% | 9,674 | -0.2% | 0.65% | +1.1% |
| Q1 2022 | $2,160,000 | -12.5% | 9,693 | 0.0% | 0.65% | -11.1% |
| Q4 2021 | $2,468,000 | -6.1% | 9,693 | -3.8% | 0.73% | -7.3% |
| Q3 2021 | $2,628,000 | +7.3% | 10,073 | -0.8% | 0.78% | +2.2% |
| Q2 2021 | $2,450,000 | +2.6% | 10,154 | -4.2% | 0.77% | +1.6% |
| Q1 2021 | $2,388,000 | +6.2% | 10,594 | -0.1% | 0.76% | -11.2% |
| Q4 2020 | $2,249,000 | – | 10,604 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 402,660 | $38,804,000 | 16.14% |
| Truepoint, Inc. | 760,522 | $73,292,000 | 12.89% |
| Noven Financial Group, Inc. | 155,085 | $14,946,000 | 10.76% |
| Cranbrook Wealth Management, LLC | 72,062 | $6,945,000 | 4.62% |
| SVA Wealth Management, LLC | 83,302 | $8,028,000 | 3.43% |
| Avior Wealth Management, LLC | 40,946 | $3,946,000 | 3.31% |
| MCF Advisors LLC | 109,300 | $10,122,000 | 3.19% |
| Community Financial Services Group, LLC | 62,894 | $6,061,000 | 3.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 78,295 | $7,545,000 | 2.65% |
| IBBOTSON ASSOCIATES INC | 18,026 | $1,737,000 | 2.39% |