VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 827 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,959,033 | -2.6% | 8,534 | 0.0% | 0.35% | -8.3% |
Q1 2024 | $2,012,197 | +7.4% | 8,534 | 0.0% | 0.39% | -2.5% |
Q4 2023 | $1,873,738 | +12.5% | 8,534 | -0.2% | 0.40% | +3.9% |
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 ↓ |
---|---|---|---|
Truepoint, Inc. | 957,178 | $128,654,000 | 11.58% |
Bryn Mawr Capital Management, LLC | 87,216 | $11,723,000 | 10.28% |
BHK Investment Advisors, LLC | 74,143 | $9,966,000 | 6.93% |
Waverly Advisors, LLC | 327,061 | $43,960,000 | 6.84% |
Arrow Investment Advisors, LLC | 135,434 | $18,204,000 | 5.94% |
Money Design Co.,Ltd. | 108,847 | $14,630,000 | 5.33% |
CABANA LLC | 145,997 | $19,623,000 | 5.12% |
Community Financial Services Group, LLC | 96,724 | $13,000,000 | 4.65% |
Foundations Investment Advisors, LLC | 118,116 | $15,876,000 | 4.23% |
WoodTrust Financial Corp | 58,404 | $7,850,000 | 4.12% |