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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $360,872 | -4.0% | 1,754 | -9.1% | 0.01% | -13.3% |
| Q1 2023 | $375,879 | +29.0% | 1,929 | +18.9% | 0.02% | +25.0% |
| Q4 2022 | $291,489 | -8.0% | 1,622 | -12.8% | 0.01% | -14.3% |
| Q3 2022 | $317,000 | -25.4% | 1,860 | -23.3% | 0.01% | -26.3% |
| Q2 2022 | $425,000 | -16.7% | 2,424 | +5.9% | 0.02% | -5.0% |
| Q1 2022 | $510,000 | +10.2% | 2,290 | +25.8% | 0.02% | -16.7% |
| Q4 2021 | $463,000 | +238.3% | 1,820 | -97.9% | 0.02% | +100.0% |
| Q4 2019 | $136,868 | +2.7% | 86,200 | -4.2% | 0.01% | -7.7% |
| Q3 2019 | $133,299 | -1.0% | 90,000 | -28.0% | 0.01% | +8.3% |
| Q2 2019 | $134,605 | -33.0% | 125,000 | +7227.1% | 0.01% | -68.4% |
| Q2 2017 | $200,762 | – | 1,706 | – | 0.04% | – |
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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% |