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 | $613,891 | -5.2% | 3,152 | +0.1% | 0.47% | +5.4% |
| Q2 2023 | $647,851 | +5.7% | 3,148 | +0.1% | 0.45% | -1.3% |
| Q1 2023 | $612,949 | -1.9% | 3,145 | +0.1% | 0.45% | -0.2% |
| Q4 2022 | $624,824 | +0.8% | 3,141 | -13.6% | 0.45% | -18.1% |
| Q3 2022 | $620,000 | -21.0% | 3,636 | -18.8% | 0.55% | -16.6% |
| Q2 2022 | $785,000 | -12.2% | 4,476 | +11.6% | 0.66% | 0.0% |
| Q1 2022 | $894,000 | – | 4,012 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 314,982 | $33,568,000 | 20.65% |
| Truepoint, Inc. | 796,291 | $84,861,000 | 12.76% |
| Quantitative Advantage, LLC | 373,221 | $39,774,000 | 10.25% |
| Arrow Investment Advisors, LLC | 446,227 | $47,554,000 | 9.57% |
| IBBOTSON ASSOCIATES INC | 87,251 | $9,298,000 | 6.26% |
| Avior Wealth Management, LLC | 55,828 | $5,950,000 | 4.64% |
| Cranbrook Wealth Management, LLC | 70,138 | $7,475,000 | 4.29% |
| FundX Investment Group, LLC | 78,123 | $8,326,000 | 3.45% |
| Community Financial Services Group, LLC | 67,348 | $7,177,000 | 3.42% |
| CHURCHILL MANAGEMENT Corp | 893,131 | $95,181,000 | 3.39% |