WELCH CAPITAL PARTNERS LLC/NY - 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
WELCH CAPITAL PARTNERS LLC/NY ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$143,214
-3.4%
364,691
+0.1%
41.14%
-0.7%
Q2 2023$148,310
+8.1%
364,147
-0.2%
41.43%
+0.8%
Q1 2023$137,184
+9.0%
364,783
+1.9%
41.12%
+2.4%
Q4 2022$125,828
-99.9%
358,136
-1.1%
40.15%
+3.1%
Q3 2022$118,886,000
+0.9%
362,127
+6.6%
38.96%
+7.5%
Q2 2022$117,790,000
-22.5%
339,569
-7.2%
36.23%
-1.3%
Q1 2022$151,892,000
-7.3%
365,854
-2.5%
36.70%
+1.8%
Q4 2021$163,819,000
+8.1%
375,242
-2.3%
36.05%
-1.8%
Q3 2021$151,526,000
+0.1%
384,193
-0.2%
36.72%
+3.0%
Q2 2021$151,422,000
+7.8%
384,789
-0.2%
35.64%
-2.9%
Q1 2021$140,466,000
+4.3%
385,578
-1.6%
36.70%
-1.8%
Q4 2020$134,648,000
+11.1%
391,773
-0.5%
37.39%
+0.6%
Q3 2020$121,155,000
+11.6%
393,807
+2.8%
37.17%
+4.1%
Q2 2020$108,563,000
+24.8%
383,033
+4.3%
35.69%
+2.8%
Q1 2020$86,984,000
+376.1%
367,300
+494.7%
34.74%
+543.7%
Q4 2019$18,271,000
+7.4%
61,767
-1.0%
5.40%
-4.7%
Q3 2019$17,008,000
+1.0%
62,392
-0.3%
5.66%
-1.1%
Q2 2019$16,836,000
+3.7%
62,5510.0%5.72%
+3.6%
Q1 2019$16,234,000
+447.3%
62,551
+384.7%
5.52%
+386.8%
Q4 2018$2,966,000
-97.1%
12,905
-96.7%
1.14%
-96.6%
Q3 2018$103,085,000
+21.6%
386,012
+13.6%
33.76%
+16.0%
Q2 2018$84,753,000
+8.7%
339,676
+5.4%
29.10%
+8.6%
Q1 2018$77,997,000
+105.7%
322,197
+108.5%
26.80%
+98.5%
Q4 2017$37,912,000
+190.5%
154,558
+173.3%
13.50%
+207.1%
Q3 2017$13,050,00056,5534.40%
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