STEEL GROVE CAPITAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,318 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 2.01 and the average weighting 2.7%.

Quarter-by-quarter ownership
STEEL GROVE CAPITAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$233,270,241
-3.1%
594,016
+0.4%
31.16%
+2.9%
Q2 2023$240,850,772
+8.5%
591,364
+0.2%
30.29%
+2.2%
Q1 2023$221,886,687
+7.3%
590,014
+0.2%
29.63%
+0.9%
Q4 2022$206,843,351
-0.2%
588,727
-6.8%
29.38%
-20.1%
Q3 2022$207,296,000
+22.3%
631,422
+29.3%
36.79%
+18.7%
Q2 2022$169,455,000
-7.9%
488,512
+10.2%
31.00%
+7.4%
Q1 2022$183,976,000
+82.1%
443,134
+91.5%
28.85%
+44.6%
Q4 2021$101,010,000
+14.7%
231,372
+3.6%
19.95%
-0.2%
Q3 2021$88,083,000
+37.5%
223,334
+37.2%
20.00%
+14.0%
Q2 2021$64,060,000
+31.5%
162,788
+21.7%
17.55%
+10.3%
Q1 2021$48,711,000
-1.3%
133,710
-6.9%
15.90%
-1.3%
Q4 2020$49,353,000
+45.1%
143,596
+29.9%
16.12%
+16.4%
Q3 2020$34,009,000
+3.0%
110,545
-5.1%
13.84%
-6.5%
Q2 2020$33,025,000
-6.6%
116,520
-21.9%
14.81%
-35.8%
Q1 2020$35,347,000
+147.7%
149,258
+209.4%
23.06%
+189.1%
Q4 2019$14,270,000
+18.2%
48,242
+8.9%
7.98%
+11.6%
Q3 2019$12,072,000
+5.5%
44,283
+4.2%
7.15%
+0.4%
Q2 2019$11,441,000
+34.5%
42,507
+29.7%
7.12%
+29.2%
Q1 2019$8,505,000
+79.6%
32,771
+59.0%
5.51%
+722.1%
Q4 2018$4,735,000
-41.5%
20,606
-31.7%
0.67%
-40.8%
Q3 2018$8,096,000
+49.0%
30,181
+39.3%
1.13%
+29.7%
Q2 2018$5,432,000
+19.0%
21,670
+14.9%
0.87%
+21.8%
Q1 2018$4,566,000
+54.7%
18,861
+56.8%
0.72%
+61.3%
Q4 2017$2,951,000
+27.1%
12,031
+19.6%
0.44%
+6.0%
Q3 2017$2,322,000
-1.7%
10,062
-5.4%
0.42%0.0%
Q2 2017$2,362,000
+10.6%
10,635
+7.8%
0.42%
+11.1%
Q1 2017$2,135,000
+6.0%
9,869
+0.6%
0.38%
-6.5%
Q4 2016$2,014,000
+7.2%
9,811
+3.8%
0.40%
-5.0%
Q3 2016$1,878,000
+7.6%
9,453
+4.1%
0.42%
-1.4%
Q2 2016$1,745,000
+22.0%
9,079
+19.7%
0.43%
+18.5%
Q1 2016$1,430,000
+124.8%
7,584
+122.9%
0.36%
+131.2%
Q4 2015$636,000
+7.1%
3,402
+0.6%
0.16%
+6.1%
Q3 2015$594,0003,3820.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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