BOSTON FAMILY OFFICE LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,859
+8.6%
7,281
+12.7%
0.23%
+15.8%
Q2 2023$2,632
+16.3%
6,460
+7.3%
0.20%
+11.6%
Q1 2023$2,264
+19.7%
6,018
+11.8%
0.18%
+15.3%
Q4 2022$1,891
-99.9%
5,382
+22.4%
0.16%
+22.7%
Q3 2022$1,444,000
-10.1%
4,396
-5.1%
0.13%
-4.5%
Q2 2022$1,607,000
-8.6%
4,634
+9.4%
0.13%
+7.2%
Q1 2022$1,758,000
+9.9%
4,235
+15.6%
0.12%
+20.2%
Q4 2021$1,599,000
+14.6%
3,663
+3.6%
0.10%
+3.0%
Q3 2021$1,395,000
+3.6%
3,536
+3.3%
0.10%
+5.2%
Q2 2021$1,347,000
+29.4%
3,422
+19.7%
0.10%
+23.1%
Q1 2021$1,041,000
-3.3%
2,859
-8.8%
0.08%
-6.0%
Q4 2020$1,077,000
+35.8%
3,135
+21.7%
0.08%
+15.3%
Q3 2020$793,000
+10.4%
2,576
+1.7%
0.07%
+2.9%
Q2 2020$718,000
+55.4%
2,534
+30.0%
0.07%
+27.3%
Q1 2020$462,000
-17.2%
1,949
+3.3%
0.06%
+3.8%
Q4 2019$558,000
+10.5%
1,886
+1.7%
0.05%
+1.9%
Q3 2019$505,000
+1.2%
1,8540.0%0.05%0.0%
Q2 2019$499,000
+24.4%
1,854
+20.1%
0.05%
+20.9%
Q1 2019$401,000
+19.0%
1,544
+5.2%
0.04%
+2.4%
Q4 2018$337,000
+0.3%
1,467
+16.5%
0.04%
+20.0%
Q3 2018$336,000
+24.0%
1,259
+15.9%
0.04%
+12.9%
Q2 2018$271,0001,0860.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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