BAR HARBOR WEALTH MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$585,123
-7.6%
1,490
-4.2%
0.05%
-4.1%
Q2 2023$633,321
-2.9%
1,555
-10.3%
0.05%
-5.8%
Q1 2023$652,105
-2.5%
1,734
-8.9%
0.05%
-1.9%
Q4 2022$668,951
-63.2%
1,904
-65.6%
0.05%
-66.2%
Q3 2022$1,819,000
-4.3%
5,542
+1.1%
0.16%
+3.3%
Q2 2022$1,901,000
+17.3%
5,479
+40.4%
0.15%
+4.8%
Q1 2022$1,620,000
+14.6%
3,902
+20.6%
0.14%
+20.8%
Q4 2021$1,413,000
+15.3%
3,236
+4.1%
0.12%
+4.3%
Q3 2021$1,226,0003,1090.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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