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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,093 | -13.7% | 139,103 | -8.8% | 0.15% | -13.3% |
| Q2 2023 | $31,398 | +17.8% | 152,587 | +11.5% | 0.17% | -8.5% |
| Q1 2023 | $26,664 | +5.7% | 136,813 | -2.5% | 0.19% | +13.9% |
| Q4 2022 | $25,217 | -99.9% | 140,284 | +8.4% | 0.17% | -0.6% |
| Q3 2022 | $22,070,000 | -3.0% | 129,412 | -0.2% | 0.17% | -3.5% |
| Q2 2022 | $22,753,000 | -21.6% | 129,733 | -0.4% | 0.17% | -15.6% |
| Q1 2022 | $29,009,000 | -18.6% | 130,198 | -7.0% | 0.20% | -20.2% |
| Q4 2021 | $35,655,000 | +18.2% | 140,030 | +9.7% | 0.26% | +7.1% |
| Q3 2021 | $30,174,000 | +4.6% | 127,696 | +4.6% | 0.24% | -0.8% |
| Q2 2021 | $28,841,000 | +12.7% | 122,028 | +2.4% | 0.24% | -1.2% |
| Q1 2021 | $25,580,000 | +1.2% | 119,204 | +0.0% | 0.24% | -9.3% |
| Q4 2020 | $25,278,000 | +12.7% | 119,196 | -4.3% | 0.27% | -3.9% |
| Q3 2020 | $22,427,000 | +14.1% | 124,500 | +4.5% | 0.28% | +6.8% |
| Q2 2020 | $19,663,000 | +28.3% | 119,112 | -1.5% | 0.26% | -0.4% |
| Q1 2020 | $15,327,000 | -17.6% | 120,978 | +3.3% | 0.26% | -0.8% |
| Q4 2019 | $18,594,000 | +8.8% | 117,107 | +1.5% | 0.27% | -3.3% |
| Q3 2019 | $17,084,000 | -19.1% | 115,346 | -18.5% | 0.28% | -9.2% |
| Q2 2019 | $21,124,000 | +3.4% | 141,478 | -1.1% | 0.30% | -4.1% |
| Q1 2019 | $20,427,000 | +13.0% | 143,075 | -5.2% | 0.32% | -2.8% |
| Q4 2018 | $18,073,000 | -13.0% | 151,000 | +3.6% | 0.32% | -7.4% |
| Q3 2018 | $20,779,000 | +22.8% | 145,817 | +15.8% | 0.35% | -4.9% |
| Q2 2018 | $16,925,000 | -34.0% | 125,918 | -36.4% | 0.37% | -31.9% |
| Q1 2018 | $25,650,000 | -3.6% | 197,898 | -5.0% | 0.54% | +7.1% |
| Q4 2017 | $26,604,000 | +4.6% | 208,301 | -0.3% | 0.51% | -3.8% |
| Q3 2017 | $25,443,000 | +3.9% | 208,980 | +0.4% | 0.53% | +11.7% |
| Q2 2017 | $24,486,000 | – | 208,070 | – | 0.47% | – |
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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% |