MATRIX ASSET ADVISORS INC/NY - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
MATRIX ASSET ADVISORS INC/NY ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,230,735
-13.9%
13,320
-10.7%
0.74%
-11.0%
Q2 2023$6,076,577
+23.9%
14,920
+14.4%
0.84%
+18.1%
Q1 2023$4,904,667
+11.7%
13,042
+4.4%
0.71%
+7.8%
Q4 2022$4,390,407
+33.1%
12,496
+24.4%
0.66%
+21.6%
Q3 2022$3,299,000
-3.8%
10,048
+1.6%
0.54%
+2.7%
Q2 2022$3,431,000
-8.9%
9,890
+9.0%
0.53%
+4.2%
Q1 2022$3,766,000
+8.5%
9,070
+14.1%
0.51%
+12.2%
Q4 2021$3,470,000
+36.8%
7,949
+23.6%
0.45%
+26.3%
Q3 2021$2,536,0006,4300.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders