OSTERWEIS CAPITAL MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
OSTERWEIS CAPITAL MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$375,421
-31.3%
956
-28.8%
0.03%
-22.2%
Q2 2023$546,570
+34.8%
1,342
+24.5%
0.04%
+28.6%
Q1 2023$405,403
-47.4%
1,078
-50.8%
0.03%
-50.0%
Q4 2022$770,137
+7.0%
2,1920.0%0.06%
+3.7%
Q3 2022$720,000
-5.3%
2,1920.0%0.05%
-5.3%
Q2 2022$760,000
-25.6%
2,192
-10.9%
0.06%
+1.8%
Q1 2022$1,021,000
-14.3%
2,459
-9.9%
0.06%
-6.7%
Q4 2021$1,192,000
+3.5%
2,730
-6.5%
0.06%
-4.8%
Q3 2021$1,152,000
+0.3%
2,9200.0%0.06%
+6.8%
Q2 2021$1,149,000
+4.3%
2,920
-3.5%
0.06%
-1.7%
Q1 2021$1,102,000
+2.6%
3,025
-3.2%
0.06%
-6.2%
Q4 2020$1,074,0003,1250.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders