VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 70 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,422 | -0.2% | 1,203 | +3.5% | 0.09% | +3.6% |
| Q2 2023 | $473,270 | +8.8% | 1,162 | +0.4% | 0.08% | +2.5% |
| Q1 2023 | $435,123 | +7.3% | 1,157 | +0.3% | 0.08% | +1.2% |
| Q4 2022 | $405,450 | +7.3% | 1,154 | +0.2% | 0.08% | 0.0% |
| Q3 2022 | $378,000 | -5.5% | 1,152 | 0.0% | 0.08% | +2.6% |
| Q2 2022 | $400,000 | -16.3% | 1,152 | 0.0% | 0.08% | -2.5% |
| Q1 2022 | $478,000 | -5.0% | 1,152 | 0.0% | 0.08% | -3.6% |
| Q4 2021 | $503,000 | +1.8% | 1,152 | -8.0% | 0.08% | -3.5% |
| Q3 2021 | $494,000 | +93.0% | 1,252 | +92.6% | 0.09% | +91.1% |
| Q2 2021 | $256,000 | +8.0% | 650 | 0.0% | 0.04% | +2.3% |
| Q1 2021 | $237,000 | +6.3% | 650 | 0.0% | 0.04% | -2.2% |
| Q4 2020 | $223,000 | +7.2% | 650 | -3.7% | 0.04% | -8.2% |
| Q3 2020 | $208,000 | – | 675 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AXIS CAPITAL HOLDINGS LTD | 685,743 | $136,250,000 | 77.22% |
| Symetra Life Insurance Co | 1,314,942 | $261,266,000 | 65.37% |
| Rampart Investment Management Company, LLC | 635,170 | $126,202,000 | 48.23% |
| HM Capital Management, LLC | 213,372 | $42,392,000 | 42.87% |
| JBF Capital, Inc. | 1,544,818 | $306,940,000 | 38.81% |
| Fiduciary Wealth Partners, LLC | 179,063 | $35,578,000 | 35.57% |
| Fragasso Group Inc. | 448,971 | $89,206,000 | 31.84% |
| RETIREMENT CAPITAL STRATEGIES | 259,103 | $51,481,000 | 29.61% |
| Hirtle Callaghan & Co LLC | 721,500 | $143,355,000 | 29.60% |
| Heartwood Wealth Management Ltd | 85,458 | $16,980,000 | 28.81% |