EVERMAY WEALTH MANAGEMENT LLC - 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
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$57,676,528
-5.7%
146,363
-2.2%
11.79%
+0.1%
Q2 2023$61,160,410
+7.5%
149,639
-1.1%
11.77%
+2.6%
Q1 2023$56,879,935
+0.1%
151,248
-6.4%
11.48%
-0.8%
Q4 2022$56,802,973
+6.0%
161,675
-0.6%
11.57%
+8.5%
Q3 2022$53,606,000
-2.2%
162,659
+3.3%
10.66%
+0.2%
Q2 2022$54,838,000
-15.1%
157,526
+1.3%
10.65%
-1.7%
Q1 2022$64,578,000
-6.3%
155,546
-1.5%
10.83%
-12.1%
Q4 2021$68,922,000
+7.8%
157,872
-2.6%
12.32%
-0.6%
Q3 2021$63,954,000
-3.0%
162,154
-3.2%
12.39%
+1.4%
Q2 2021$65,933,000
+5.9%
167,547
-1.9%
12.21%
-1.8%
Q1 2021$62,234,000
+4.2%
170,833
-1.7%
12.44%
-5.6%
Q4 2020$59,749,000
+8.4%
173,845
-2.9%
13.17%
-2.7%
Q3 2020$55,099,000
+9.6%
179,097
+1.0%
13.53%
+2.3%
Q2 2020$50,268,000
+41.1%
177,356
+17.9%
13.23%
+22.4%
Q1 2020$35,617,000
+5.8%
150,396
+32.1%
10.81%
+30.6%
Q4 2019$33,671,000
+6.4%
113,832
-1.9%
8.28%
-4.0%
Q3 2019$31,641,000
+3.0%
116,071
+1.7%
8.62%
+1.1%
Q2 2019$30,722,000
+3.2%
114,144
-0.5%
8.53%
+1.4%
Q1 2019$29,768,000
+11.9%
114,694
-0.9%
8.42%
-2.3%
Q4 2018$26,602,000
-11.1%
115,757
+3.3%
8.61%
-7.8%
Q3 2018$29,932,000
+5.3%
112,084
-1.7%
9.34%
-1.4%
Q2 2018$28,438,000
+3.3%
113,975
+0.2%
9.47%
-0.2%
Q1 2018$27,538,000
+5.4%
113,757
+6.8%
9.49%
-0.8%
Q4 2017$26,122,000
+6.3%
106,494
+0.0%
9.57%
-10.3%
Q3 2017$24,572,000
+5.3%
106,483
+1.3%
10.67%
+3.1%
Q2 2017$23,344,000
+5.4%
105,125
+2.6%
10.35%
+4.3%
Q1 2017$22,158,000
+4.5%
102,415
-0.8%
9.92%
-4.3%
Q4 2016$21,199,000
+3.2%
103,254
-0.1%
10.37%
+0.3%
Q3 2016$20,546,000
+3.7%
103,408
+0.3%
10.34%
-0.0%
Q2 2016$19,809,000
+7.1%
103,067
+5.1%
10.35%
-0.2%
Q1 2016$18,493,000
+11.5%
98,077
+10.6%
10.36%
+6.1%
Q4 2015$16,581,000
+1714.1%
88,704
+1605.2%
9.77%
+1682.1%
Q3 2015$914,0005,2020.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,662$786,085100.00%
GLOBE LIFE INC. 735,176$258,296,672100.00%
Standard Family Office LLC 125,136$43,965,28285.70%
AXIS CAPITAL HOLDINGS LTD 284,972$100,122,06270.52%
Liquid Strategies, LLC 743,396$261,184,00066.24%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 95,837$33,671,37252.88%
Fairfield University 178,493$62,711,88352.10%
JBF Capital, Inc. 509,121$178,874,57244.12%
Acorns Advisers, LLC 7,411,421$2,603,92841.60%
Francis Financial, Inc. 123,066$43,237,99340.22%
View complete list of VANGUARD INDEX FDS shareholders