OSTERWEIS CAPITAL MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,681 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.90 and the average weighting 2.7%.

Quarter-by-quarter ownership
OSTERWEIS CAPITAL MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,523,963
+274.3%
5,047
+259.7%
0.13%
+225.0%
Q1 2024$674,237
+61.5%
1,403
+46.8%
0.04%
+48.1%
Q4 2023$417,581
+11.2%
9560.0%0.03%
-3.6%
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 Q1 2024
NameSharesValueWeighting ↓
GLOBE LIFE INC. 693,701$189,103,000100.00%
Mercer Investments LLC 14,984$4,084,772,00084.33%
E-L Financial Corp Ltd 1,653,696$596,885,00082.55%
Mangham Associates,LLC 369,725$100,787,00074.89%
JBF Capital, Inc. 1,458,168$397,497,00070.92%
HM Capital Management, LLC 311,098$84,805,00053.58%
Wall Capital Group, Inc. 395,967$107,941,00051.17%
AXIS CAPITAL HOLDINGS LTD 218,067$59,445,00047.47%
Fairfield University 163,484$44,565,738,00047.20%
Summit Rock Advisors, LP 167,694$45,713,00042.63%
View complete list of VANGUARD INDEX FDS shareholders