VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130 | -5.8% | 670 | 0.0% | 0.00% | – |
| Q2 2023 | $138 | +5.3% | 670 | 0.0% | 0.00% | – |
| Q1 2023 | $131 | -64.8% | 670 | -67.6% | 0.00% | – |
| Q4 2022 | $372 | -99.7% | 2,070 | +209.0% | 0.00% | – |
| Q3 2022 | $114,000 | -76.5% | 670 | -75.8% | 0.00% | – |
| Q2 2022 | $486,000 | -21.2% | 2,770 | 0.0% | 0.00% | – |
| Q1 2022 | $617,000 | -56.3% | 2,770 | -50.0% | 0.00% | – |
| Q4 2021 | $1,412,000 | +89.5% | 5,540 | +75.5% | 0.00% | – |
| Q3 2021 | $745,000 | -31.9% | 3,157 | -31.8% | 0.00% | -100.0% |
| Q2 2021 | $1,094,000 | +142.6% | 4,631 | +120.5% | 0.00% | – |
| Q1 2021 | $451,000 | +1.3% | 2,100 | 0.0% | 0.00% | – |
| Q4 2020 | $445,000 | +124.7% | 2,100 | +90.9% | 0.00% | – |
| Q3 2020 | $198,000 | +1880.0% | 1,100 | +1122.2% | 0.00% | – |
| Q1 2017 | $10,000 | – | 90 | – | 0.00% | – |
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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% |