Ballentine Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$43,436,860
-3.5%
110,611
+0.0%
1.02%
-1.3%
Q2 2023$45,029,863
+6.4%
110,562
-1.8%
1.03%
-2.9%
Q1 2023$42,339,624
+2.8%
112,584
-4.0%
1.06%
-13.0%
Q4 2022$41,202,261
+13.2%
117,272
+5.8%
1.22%
-2.8%
Q3 2022$36,394,000
-5.9%
110,855
-0.6%
1.26%
-7.9%
Q2 2022$38,675,000
-19.1%
111,493
-3.2%
1.37%
-8.7%
Q1 2022$47,799,000
-8.3%
115,132
-3.6%
1.50%
-3.9%
Q4 2021$52,133,000
+10.7%
119,416
-0.0%
1.56%
-2.4%
Q3 2021$47,112,000
-0.6%
119,452
-0.8%
1.60%
-2.4%
Q2 2021$47,386,000
+5.1%
120,416
-2.7%
1.64%
-2.2%
Q1 2021$45,088,000
-2.2%
123,765
-7.7%
1.67%
-8.4%
Q4 2020$46,096,000
+25.2%
134,121
+12.1%
1.83%
+12.2%
Q3 2020$36,808,000
+6.2%
119,642
-2.1%
1.63%
-1.9%
Q2 2020$34,646,000
+131.7%
122,240
+93.6%
1.66%
+90.6%
Q1 2020$14,956,000
+115.2%
63,155
+168.8%
0.87%
+176.2%
Q4 2019$6,950,000
+12.2%
23,494
+3.4%
0.32%
+8.2%
Q3 2019$6,194,000
+50.0%
22,721
+48.1%
0.29%
+47.0%
Q2 2019$4,129,000
+9.6%
15,340
+5.7%
0.20%
+1.0%
Q1 2019$3,766,000
+12.9%
14,5120.0%0.20%
+2.1%
Q4 2018$3,335,000
-15.9%
14,512
-2.3%
0.19%
-7.2%
Q3 2018$3,966,000
+25.0%
14,850
+16.8%
0.21%
+17.6%
Q2 2018$3,173,000
+60.3%
12,715
+55.5%
0.18%
+58.6%
Q1 2018$1,979,000
-21.5%
8,175
-20.5%
0.11%
-19.6%
Q4 2017$2,522,000
+1.1%
10,283
-4.8%
0.14%0.0%
Q3 2017$2,494,000
+5.5%
10,807
+3.8%
0.14%
-20.2%
Q2 2017$2,365,000
-14.7%
10,410
-18.8%
0.17%
-12.2%
Q1 2017$2,773,000
+438.4%
12,815
+410.8%
0.20%
+392.5%
Q4 2016$515,000
+3.2%
2,5090.0%0.04%
-2.4%
Q3 2016$499,000
+3.5%
2,5090.0%0.04%0.0%
Q2 2016$482,000
+1.9%
2,5090.0%0.04%
-2.4%
Q1 2016$473,000
+0.9%
2,5090.0%0.04%
-8.7%
Q4 2015$469,000
+6.3%
2,5090.0%0.05%0.0%
Q3 2015$441,000
-7.0%
2,5090.0%0.05%0.0%
Q2 2015$474,000
+74.3%
2,509
+66.8%
0.05%
+43.8%
Q3 2014$272,0001,5040.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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