WEST CHESTER CAPITAL ADVISORS, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
WEST CHESTER CAPITAL ADVISORS, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$21,889,883
+3.6%
55,742
+7.4%
40.44%
+1.1%
Q2 2023$21,133,758
+395.4%
51,890
+357.5%
40.01%
+308.0%
Q1 2023$4,265,762
+34.7%
11,343
+25.8%
9.81%
+55.3%
Q4 2022$3,167,330
+8.0%
9,015
+1.0%
6.31%
-2.2%
Q3 2022$2,932,000
+2.9%
8,930
+8.7%
6.46%
-3.8%
Q2 2022$2,850,000
-89.6%
8,215
-87.5%
6.71%
-66.4%
Q1 2022$27,353,000
-2.4%
65,883
+2.6%
19.97%
+3.8%
Q4 2021$28,038,000
+17.8%
64,224
+6.4%
19.24%
+4.9%
Q3 2021$23,799,000
+368.4%
60,341
+367.4%
18.34%
+363.5%
Q2 2021$5,081,000
-31.3%
12,911
-36.4%
3.96%
-37.6%
Q1 2021$7,398,000
-76.8%
20,307
-78.1%
6.34%
-79.8%
Q4 2020$31,896,000
+98.7%
92,805
+57.6%
31.34%
+43.6%
Q3 2019$16,049,000
-20.8%
58,876
-21.8%
21.83%
-17.4%
Q2 2019$20,256,000
+305.6%
75,262
+291.1%
26.43%
+153.6%
Q1 2019$4,994,000
+238.6%
19,242
+200.0%
10.42%
+178.9%
Q4 2018$1,475,000
-70.1%
6,415
-65.3%
3.74%
-39.4%
Q3 2018$4,938,000
+58.4%
18,492
+48.0%
6.17%
+47.3%
Q2 2018$3,117,000
-38.5%
12,494
-40.3%
4.19%
-26.9%
Q1 2018$5,067,000
+12.0%
20,929
+12.6%
5.73%
+31.2%
Q4 2017$4,525,000
-33.0%
18,581
-40.5%
4.37%
-50.5%
Q1 2017$6,753,000
-29.8%
31,216
-33.4%
8.83%
-21.4%
Q4 2016$9,623,000
+122.3%
46,864
+115.1%
11.24%
+105.2%
Q3 2016$4,329,000
+7.2%
21,791
+3.7%
5.48%
-8.8%
Q2 2016$4,038,000
+0.4%
21,005
-1.8%
6.00%
-12.0%
Q1 2016$4,022,000
-66.7%
21,383
-67.0%
6.82%
-76.2%
Q4 2015$12,089,000
-0.0%
64,723
-5.9%
28.67%
+24.4%
Q3 2015$12,091,000
-46.5%
68,815
-42.5%
23.05%
-12.2%
Q2 2015$22,593,000
+1.6%
119,638
+1.8%
26.26%
+2.5%
Q1 2015$22,241,000
-6.9%
117,552
-7.3%
25.62%
+10.6%
Q4 2014$23,884,000
+21.9%
126,772
+16.1%
23.15%
+10.1%
Q2 2014$19,588,000
+12.8%
109,167
+7.7%
21.02%
+20.5%
Q1 2014$17,369,000
+0.7%
101,364
-0.6%
17.44%
+69.5%
Q4 2013$17,256,000102,01410.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders