AVANTAX ADVISORY SERVICES, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$47,148,113
-0.6%
120,061
+3.1%
0.53%
-2.6%
Q2 2023$47,423,109
+11.8%
116,439
+3.3%
0.54%
+4.4%
Q1 2023$42,404,158
+16.5%
112,756
+8.8%
0.52%
+7.0%
Q4 2022$36,400,338
+17.6%
103,604
+9.9%
0.48%
+2.1%
Q3 2022$30,955,000
-7.8%
94,289
-2.6%
0.48%
-6.1%
Q2 2022$33,566,000
-18.9%
96,767
-2.9%
0.51%
-11.1%
Q1 2022$41,404,000
+2.8%
99,670
+8.2%
0.57%
-6.3%
Q4 2021$40,263,000
+20.7%
92,132
+9.1%
0.61%
+9.2%
Q3 2021$33,369,000
+10.5%
84,473
+10.1%
0.56%
+1.5%
Q2 2021$30,205,000
+26.0%
76,726
+16.6%
0.55%
+6.4%
Q1 2021$23,964,000
-6.4%
65,779
-11.6%
0.52%
-15.4%
Q4 2020$25,599,000
-38.1%
74,440
-44.7%
0.61%
-8.3%
Q3 2020$41,384,000
+113.5%
134,578
+97.0%
0.66%
+18.8%
Q2 2020$19,382,000
+87.7%
68,331
+56.8%
0.56%
+81.5%
Q1 2020$10,328,000
-4.9%
43,577
+18.6%
0.31%
+22.2%
Q4 2019$10,857,000
+330.7%
36,732
+298.3%
0.25%
+147.1%
Q3 2019$2,521,000
+16.7%
9,223
+14.9%
0.10%
+7.4%
Q2 2019$2,160,000
+14.3%
8,024
+10.2%
0.10%
-5.0%
Q1 2019$1,890,000
+20.0%
7,283
+6.3%
0.10%
-62.3%
Q4 2018$1,575,0006,8520.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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