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 | $13,182,544 | +3.2% | 60,038 | -8.4% | 3.60% | +0.3% |
| Q3 2023 | $12,771,653 | +215.5% | 65,573 | +176.2% | 3.59% | +189.8% |
| Q3 2022 | $4,048,000 | -6.9% | 23,737 | -4.3% | 1.24% | -1.9% |
| Q2 2022 | $4,350,000 | -1.9% | 24,805 | +24.6% | 1.26% | +31.9% |
| Q1 2022 | $4,435,000 | -5.8% | 19,904 | +7.7% | 0.96% | -26.3% |
| Q4 2021 | $4,706,000 | +7.3% | 18,484 | -0.4% | 1.30% | +11.5% |
| Q3 2021 | $4,384,000 | +204.2% | 18,553 | +176.3% | 1.16% | +189.8% |
| Q1 2021 | $1,441,000 | -76.6% | 6,715 | -76.8% | 0.40% | -69.5% |
| Q4 2020 | $6,148,000 | -27.7% | 28,989 | -38.6% | 1.32% | -48.9% |
| Q3 2020 | $8,498,000 | -0.6% | 47,176 | -8.9% | 2.58% | -6.8% |
| Q2 2020 | $8,545,000 | +399.4% | 51,763 | +283.2% | 2.77% | +246.6% |
| Q1 2020 | $1,711,000 | – | 13,508 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 410,751 | $97,081,000 | 10.03% |
| Truepoint, Inc. | 762,319 | $180,174,000 | 9.97% |
| BHK Investment Advisors, LLC | 96,165 | $22,729,000 | 9.28% |
| Fulcrum Capital LLC | 153,821 | $36,356,000 | 9.12% |
| Bryn Mawr Capital Management, LLC | 70,928 | $16,764,000 | 7.59% |
| Waverly Advisors, LLC | 333,121 | $80,798,000 | 7.45% |
| Praetorian Wealth Management, Inc. | 86,729 | $20,498,000 | 6.85% |
| Goepper Burkhardt LLC | 38,127 | $9,011,000 | 5.69% |
| ERTS Wealth Advisors, LLC | 84,075 | $19,885,000 | 5.38% |
| Parcion Private Wealth LLC | 225,848 | $53,379,000 | 5.35% |