OKABENA INVESTMENT SERVICES INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,679 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.96 and the average weighting 2.4%.

Quarter-by-quarter ownership
OKABENA INVESTMENT SERVICES INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$259,967
-33.3%
662
-30.8%
0.20%
-29.1%
Q2 2023$389,767
+2.9%
957
-5.0%
0.28%
+7.5%
Q1 2023$378,702
+7.0%
1,0070.0%0.26%
+13.2%
Q4 2022$353,799
-6.6%
1,007
-12.7%
0.23%
+27.9%
Q3 2022$379,000
-5.2%
1,1530.0%0.18%
-11.2%
Q2 2022$400,000
-76.4%
1,153
-71.8%
0.21%
-71.3%
Q1 2022$1,698,000
-66.8%
4,090
-65.1%
0.72%
-63.1%
Q4 2021$5,120,000
+5.9%
11,728
-4.4%
1.95%
-23.5%
Q3 2021$4,837,000
+7.0%
12,265
+6.8%
2.55%
+19.8%
Q2 2021$4,520,000
+8.0%
11,4850.0%2.13%
-5.6%
Q1 2021$4,184,000
-24.8%
11,485
-29.0%
2.25%
-30.5%
Q4 2020$5,561,000
-31.7%
16,179
-38.9%
3.24%
-48.0%
Q3 2020$8,147,000
+8.5%
26,4830.0%6.24%
-5.3%
Q2 2020$7,506,00026,4836.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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