VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,299,250 | -0.4% | 6,671 | +5.2% | 0.23% | +2.7% |
| Q2 2023 | $1,304,933 | +4.7% | 6,342 | -0.9% | 0.22% | +0.4% |
| Q1 2023 | $1,246,649 | +8.3% | 6,397 | -0.1% | 0.22% | +4.2% |
| Q4 2022 | $1,150,951 | +4.4% | 6,403 | -0.9% | 0.22% | -1.4% |
| Q3 2022 | $1,102,000 | -5.1% | 6,463 | -2.3% | 0.22% | -0.5% |
| Q2 2022 | $1,161,000 | -24.4% | 6,618 | -4.0% | 0.22% | -12.0% |
| Q1 2022 | $1,536,000 | +1.4% | 6,893 | -0.3% | 0.25% | -1.6% |
| Q4 2021 | $1,515,000 | +0.5% | 6,915 | +8.3% | 0.25% | -1.9% |
| Q3 2021 | $1,508,000 | +14.0% | 6,383 | +14.1% | 0.26% | +10.7% |
| Q2 2021 | $1,323,000 | +82.2% | 5,596 | +65.4% | 0.23% | +68.8% |
| Q1 2021 | $726,000 | +67.3% | 3,384 | +65.3% | 0.14% | +51.6% |
| Q4 2020 | $434,000 | – | 2,047 | – | 0.09% | – |
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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% |