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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,183,514 | -0.6% | 5,390 | -11.8% | 1.05% | +19.7% |
| Q3 2023 | $1,190,166 | -7.5% | 6,111 | -2.3% | 0.88% | -5.7% |
| Q2 2023 | $1,287,144 | +5.7% | 6,255 | +0.1% | 0.93% | -4.7% |
| Q1 2023 | $1,217,312 | +8.6% | 6,246 | +0.2% | 0.98% | +1.0% |
| Q4 2022 | $1,120,694 | +0.2% | 6,234 | -5.2% | 0.97% | -14.0% |
| Q3 2022 | $1,119,000 | -4.4% | 6,578 | -1.5% | 1.12% | -13.8% |
| Q2 2022 | $1,171,000 | -27.1% | 6,679 | -7.3% | 1.30% | -15.7% |
| Q1 2022 | $1,606,000 | -12.4% | 7,206 | +0.1% | 1.55% | -10.5% |
| Q4 2021 | $1,833,000 | – | 7,198 | – | 1.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 441,410 | $79,361,000 | 9.19% |
| Truepoint, Inc. | 948,589 | $166,363,000 | 8.66% |
| BHK Investment Advisors, LLC | 104,856 | $18,390,000 | 8.27% |
| Trust Co | 208,678 | $36,597,000 | 7.89% |
| Praetorian Wealth Management, Inc. | 98,140 | $17,211,000 | 6.32% |
| Waverly Advisors, LLC | 392,336 | $68,808,000 | 6.30% |
| Operose Advisors LLC | 50,993 | $8,943,000 | 6.29% |
| Axiom Advisory, LLC | 29,821 | $5,232,000 | 5.80% |
| ERTS Wealth Advisors, LLC | 97,176 | $17,043,000 | 4.84% |
| Goepper Burkhardt LLC | 36,744 | $6,444,000 | 4.54% |