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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557,237 | -12.2% | 2,861 | -7.3% | 0.31% | -17.0% |
| Q2 2023 | $634,800 | +102287.1% | 3,085 | -3.0% | 0.38% | +5.9% |
| Q1 2023 | $620 | -3.6% | 3,179 | -11.1% | 0.36% | -1.7% |
| Q4 2022 | $643 | -99.8% | 3,577 | +72.8% | 0.36% | +58.3% |
| Q3 2022 | $353,000 | -2.8% | 2,070 | 0.0% | 0.23% | -9.9% |
| Q2 2022 | $363,000 | -21.8% | 2,070 | -0.6% | 0.25% | -17.0% |
| Q1 2022 | $464,000 | -15.9% | 2,083 | -4.0% | 0.30% | -28.6% |
| Q4 2021 | $552,000 | – | 2,169 | – | 0.43% | – |
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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% |