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 | $4,602,041 | -7.9% | 23,628 | -2.7% | 2.34% | -4.7% |
| Q2 2023 | $4,998,324 | +5.1% | 24,291 | -0.4% | 2.46% | +0.8% |
| Q1 2023 | $4,753,704 | +8.4% | 24,392 | -0.0% | 2.44% | +14.1% |
| Q4 2022 | $4,386,879 | +19.9% | 24,404 | +13.7% | 2.14% | -11.0% |
| Q3 2022 | $3,659,000 | -4.1% | 21,458 | -1.4% | 2.40% | -6.4% |
| Q2 2022 | $3,816,000 | -20.5% | 21,759 | +1.0% | 2.56% | -16.2% |
| Q1 2022 | $4,800,000 | -24.1% | 21,542 | -13.3% | 3.06% | -24.4% |
| Q4 2021 | $6,328,000 | +27.5% | 24,851 | +18.3% | 4.05% | +11.8% |
| Q3 2021 | $4,965,000 | -3.0% | 21,010 | -73.1% | 3.62% | -5.8% |
| Q2 2021 | $5,118,000 | +6.9% | 78,040 | +249.8% | 3.84% | -3.1% |
| Q1 2021 | $4,788,000 | -1.9% | 22,313 | -3.0% | 3.96% | -14.3% |
| Q4 2020 | $4,880,000 | – | 23,012 | – | 4.63% | – |
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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% |