WELCH & FORBES LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 525 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.57 and the average weighting 2.4%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,418,826
-3.5%
3,613
+0.1%
0.02%0.0%
Q2 2023$1,470,281
+9.5%
3,610
+1.1%
0.02%0.0%
Q1 2023$1,342,570
+7.0%
3,5700.0%0.02%
+4.5%
Q4 2022$1,254,283
+5.0%
3,570
-1.8%
0.02%
-4.3%
Q3 2022$1,194,000
-7.3%
3,636
-2.1%
0.02%
-4.2%
Q2 2022$1,288,000
-14.5%
3,714
+2.3%
0.02%0.0%
Q1 2022$1,506,000
-5.0%
3,6290.0%0.02%0.0%
Q4 2021$1,585,000
+10.8%
3,6290.0%0.02%0.0%
Q3 2021$1,431,000
+0.2%
3,6290.0%0.02%0.0%
Q2 2021$1,428,000
+8.0%
3,6290.0%0.02%0.0%
Q1 2021$1,322,000
+6.0%
3,6290.0%0.02%0.0%
Q4 2020$1,247,000
+11.7%
3,6290.0%0.02%0.0%
Q3 2020$1,116,000
+8.5%
3,6290.0%0.02%0.0%
Q2 2020$1,029,000
+19.8%
3,6290.0%0.02%0.0%
Q1 2020$859,000
-20.0%
3,6290.0%0.02%0.0%
Q4 2019$1,074,000
+11.0%
3,629
+2.2%
0.02%
+4.3%
Q3 2019$968,000
-23.5%
3,550
-24.5%
0.02%
-25.8%
Q2 2019$1,265,000
-40.6%
4,700
-42.7%
0.03%
-41.5%
Q1 2019$2,128,000
+13.0%
8,2000.0%0.05%0.0%
Q4 2018$1,884,000
-14.0%
8,2000.0%0.05%
+1.9%
Q3 2018$2,190,000
+7.0%
8,2000.0%0.05%
-1.9%
Q2 2018$2,046,000
+3.1%
8,2000.0%0.05%
+3.9%
Q1 2018$1,985,000
-1.3%
8,2000.0%0.05%
-5.6%
Q4 2017$2,011,000
+6.3%
8,2000.0%0.05%
+8.0%
Q3 2017$1,892,000
+3.9%
8,2000.0%0.05%
-2.0%
Q2 2017$1,821,000
+2.6%
8,2000.0%0.05%0.0%
Q1 2017$1,774,000
+518.1%
8,200
+485.7%
0.05%
+466.7%
Q4 2016$287,000
-3.7%
1,400
-6.7%
0.01%
-10.0%
Q3 2016$298,000
+3.5%
1,5000.0%0.01%
+11.1%
Q2 2016$288,000
-10.0%
1,500
-11.8%
0.01%
-10.0%
Q1 2016$320,0001,7000.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2016
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