BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,502,698
+2.3%
11,466
+6.1%
1.21%
+4.2%
Q2 2023$4,401,068
+14.9%
10,806
+6.1%
1.16%
+1.5%
Q1 2023$3,828,769
+29.2%
10,181
+20.7%
1.15%
+18.1%
Q4 2022$2,962,850
-4.0%
8,433
-10.3%
0.97%
-12.0%
Q3 2022$3,087,000
-46.3%
9,404
-43.3%
1.10%
-42.9%
Q2 2022$5,753,000
-39.5%
16,586
-27.6%
1.93%
-28.3%
Q1 2022$9,508,000
-10.0%
22,901
-5.3%
2.70%
-2.1%
Q4 2021$10,560,000
-0.7%
24,188
-10.1%
2.75%
-11.4%
Q3 2021$10,633,000
+6.0%
26,916
+5.6%
3.11%
+6.1%
Q2 2021$10,031,000
+562.5%
25,491
+513.2%
2.93%
+534.9%
Q1 2021$1,514,0004,1570.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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