VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,467,592 | -8.7% | 7,535 | -3.6% | 0.27% | -8.4% |
| Q2 2023 | $1,607,887 | +5.3% | 7,814 | -0.3% | 0.30% | +3.5% |
| Q1 2023 | $1,527,158 | -11.4% | 7,836 | -18.3% | 0.29% | -17.2% |
| Q4 2022 | $1,723,539 | +55.7% | 9,588 | +47.8% | 0.35% | +31.2% |
| Q3 2022 | $1,107,000 | +16.9% | 6,489 | +20.2% | 0.27% | +20.4% |
| Q2 2022 | $947,000 | -11.8% | 5,398 | +11.9% | 0.22% | +3.3% |
| Q1 2022 | $1,074,000 | -18.1% | 4,823 | -6.3% | 0.21% | -23.8% |
| Q4 2021 | $1,311,000 | +265.2% | 5,148 | +238.5% | 0.28% | +121.3% |
| Q3 2021 | $359,000 | -44.3% | 1,521 | -44.3% | 0.13% | -17.5% |
| Q2 2021 | $645,000 | +19.7% | 2,729 | +8.6% | 0.15% | +15.8% |
| Q1 2021 | $539,000 | +8.5% | 2,513 | +7.2% | 0.13% | -9.5% |
| Q4 2020 | $497,000 | – | 2,344 | – | 0.15% | – |
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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% |