BERNZOTT CAPITAL ADVISORS - 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
BERNZOTT CAPITAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,067,756
-4.8%
2,719
-1.2%
0.37%
+52.1%
Q2 2023$1,121,085
+15.1%
2,753
+6.3%
0.24%
+20.4%
Q1 2023$973,887
-77.8%
2,590
-79.3%
0.20%
-64.6%
Q4 2022$4,393,507
+525.0%
12,505
+484.1%
0.57%
+485.6%
Q3 2022$703,000
+72.3%
2,141
+81.9%
0.10%
+115.6%
Q2 2022$408,000
-26.8%
1,177
-12.3%
0.04%
-11.8%
Q1 2022$557,000
-10.6%
1,342
-6.0%
0.05%
-5.6%
Q4 2021$623,000
+10.7%
1,4270.0%0.05%
+5.9%
Q3 2021$563,000
+0.2%
1,4270.0%0.05%
+6.2%
Q2 2021$562,000
+8.1%
1,4270.0%0.05%
+4.3%
Q1 2021$520,000
+8.1%
1,427
+1.9%
0.05%
+7.0%
Q4 2020$481,000
-2.2%
1,400
-12.5%
0.04%
-8.5%
Q3 2020$492,000
+2.1%
1,600
-5.9%
0.05%
-23.0%
Q2 2020$482,000
-16.2%
1,700
-30.0%
0.06%
-31.5%
Q1 2020$575,000
+2.3%
2,430
+27.9%
0.09%
+50.8%
Q4 2019$562,000
+8.5%
1,9000.0%0.06%
-4.8%
Q3 2019$518,000
+1.4%
1,9000.0%0.06%0.0%
Q2 2019$511,000
+3.7%
1,9000.0%0.06%
+3.3%
Q1 2019$493,000
+6.9%
1,900
-5.2%
0.06%
-6.2%
Q4 2018$461,000
-13.8%
2,0050.0%0.06%
+3.2%
Q3 2018$535,000
-65.9%
2,005
-68.1%
0.06%
-68.2%
Q2 2018$1,568,000
+3.1%
6,2850.0%0.20%
-1.5%
Q1 2018$1,521,000
-1.4%
6,2850.0%0.20%
-2.9%
Q4 2017$1,542,000
+6.3%
6,2850.0%0.20%
-1.4%
Q3 2017$1,450,000
-11.1%
6,285
-14.4%
0.21%
-23.0%
Q2 2017$1,631,000
-4.6%
7,346
-7.1%
0.27%
-8.5%
Q1 2017$1,710,000
+5.1%
7,906
-0.3%
0.29%
+6.1%
Q4 2016$1,627,000
+3.8%
7,926
+0.5%
0.28%
-4.8%
Q3 2016$1,567,000
+2.7%
7,886
-0.7%
0.29%
-2.3%
Q2 2016$1,526,000
+2.1%
7,941
+0.3%
0.30%
+4.9%
Q1 2016$1,494,000
+14.8%
7,921
+13.8%
0.28%
+12.3%
Q4 2015$1,301,000
+3.9%
6,961
-2.3%
0.25%
-12.2%
Q3 2015$1,252,000
+30.6%
7,126
+40.4%
0.29%
+39.8%
Q2 2015$959,000
+2.3%
5,076
+2.5%
0.21%
-1.0%
Q1 2015$937,000
+13.6%
4,951
+13.0%
0.21%
+16.2%
Q4 2014$825,000
+180.6%
4,380
+168.7%
0.18%
+159.4%
Q3 2014$294,0001,6300.07%
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