EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,134,349
+3.1%
23,172
+6.6%
0.40%
+8.1%
Q2 2023$8,863,810
+16.2%
21,742
+7.2%
0.37%
+7.9%
Q1 2023$7,629,297
+11.3%
20,287
+4.0%
0.34%
+6.5%
Q4 2022$6,856,637
+15.2%
19,516
+7.7%
0.32%
+3.5%
Q3 2022$5,950,000
-5.4%
18,114
-0.0%
0.31%
-4.9%
Q2 2022$6,289,000
-30.1%
18,120
-16.4%
0.33%
-10.7%
Q1 2022$9,002,000
-2.9%
21,683
+2.1%
0.37%
-1.3%
Q4 2021$9,267,000
+12.7%
21,227
+1.8%
0.37%0.0%
Q3 2021$8,221,000
+13.1%
20,845
+12.8%
0.37%
+6.6%
Q2 2021$7,271,000
+7.8%
18,476
-0.2%
0.35%
+0.6%
Q1 2021$6,743,000
+25.5%
18,510
+18.4%
0.35%
+10.2%
Q4 2020$5,373,000
+4.3%
15,634
-6.7%
0.31%
-11.8%
Q3 2020$5,152,000
+13.0%
16,748
+4.1%
0.36%
+3.2%
Q2 2020$4,560,000
+22.0%
16,087
+1.9%
0.34%
-1.1%
Q1 2020$3,739,000
-15.4%
15,786
+5.6%
0.35%
-5.2%
Q4 2019$4,421,000
-19.5%
14,945
-25.8%
0.37%
-28.1%
Q3 2019$5,490,000
+0.3%
20,140
-1.0%
0.51%
-1.9%
Q2 2019$5,476,000
+4.0%
20,344
+0.3%
0.52%
-1.1%
Q1 2019$5,263,000
+136.4%
20,280
+109.4%
0.53%
+126.6%
Q4 2018$2,226,000
-25.2%
9,685
-13.1%
0.23%
-11.4%
Q3 2018$2,975,000
+12.9%
11,141
+5.4%
0.26%
+6.5%
Q2 2018$2,636,000
+34.4%
10,566
+30.5%
0.25%
+31.4%
Q1 2018$1,961,000
+2.2%
8,099
+3.6%
0.19%
-3.1%
Q4 2017$1,918,0007,8210.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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