ROOSEVELT INVESTMENT GROUP LLC - 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
ROOSEVELT INVESTMENT GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$11,081,000
-1.4%
33,754
+4.1%
0.80%
-1.4%
Q2 2022$11,243,000
-16.6%
32,411
-0.2%
0.81%
+0.4%
Q1 2022$13,483,000
-27.2%
32,476
-23.4%
0.80%
-21.5%
Q4 2021$18,521,000
+475.5%
42,424
+420.0%
1.02%
+415.1%
Q3 2021$3,218,000
+0.2%
8,1590.0%0.20%
+2.6%
Q2 2021$3,211,000
+11.1%
8,159
+2.8%
0.19%
+2.6%
Q1 2021$2,890,000
+1.3%
7,934
-4.4%
0.19%
-6.4%
Q4 2020$2,852,000
-18.7%
8,298
-27.3%
0.20%
-29.1%
Q3 2020$3,510,000
+21.9%
11,409
+12.3%
0.28%
+0.4%
Q2 2020$2,880,000
-3.3%
10,160
-19.2%
0.28%
-16.7%
Q1 2020$2,979,000
-52.0%
12,579
-40.0%
0.34%
-46.6%
Q4 2019$6,204,000
+15.4%
20,973
+6.4%
0.64%
+3.9%
Q3 2019$5,375,000
+1.7%
19,717
+0.4%
0.61%
-0.8%
Q2 2019$5,285,000
+12.4%
19,635
+8.4%
0.62%
+5.6%
Q1 2019$4,702,000
-91.3%
18,118
-92.3%
0.59%
-90.1%
Q4 2018$53,876,000
+12727.6%
234,436
+11352.7%
5.89%
+15829.7%
Q4 2016$420,000
-59.7%
2,047
-61.0%
0.04%
-54.9%
Q3 2016$1,043,000
+136.0%
5,251
+128.1%
0.08%
+141.2%
Q2 2016$442,0002,3020.03%
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