TWIN FOCUS CAPITAL PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,075 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.46 and the average weighting 2.4%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,812,013
-2.4%
27,532
+1.2%
2.43%
+8.5%
Q2 2023$11,075,868
+4.3%
27,195
-3.7%
2.24%
+6.4%
Q1 2023$10,617,105
+6.3%
28,232
-0.7%
2.10%
+1.0%
Q4 2022$9,986,293
-40.9%
28,423
-44.8%
2.08%
-48.7%
Q3 2022$16,894,000
+0.1%
51,459
+5.8%
4.06%
+7.2%
Q2 2022$16,873,000
+2.6%
48,641
+22.8%
3.79%
+18.5%
Q1 2022$16,449,000
+37.9%
39,619
+45.0%
3.20%
+33.9%
Q4 2021$11,930,000
+17.2%
27,326
+5.9%
2.39%
+0.5%
Q3 2021$10,179,000
-5.3%
25,809
-5.5%
2.38%
-4.5%
Q2 2021$10,751,000
+10.2%
27,320
+2.0%
2.49%
-10.8%
Q1 2021$9,755,000
+4.5%
26,777
-1.4%
2.79%
-2.4%
Q4 2020$9,331,000
+86.7%
27,150
+67.2%
2.86%
+57.0%
Q3 2020$4,997,000
+7.6%
16,241
-0.8%
1.82%
-2.3%
Q2 2020$4,642,000
+23.0%
16,379
+2.8%
1.86%
+6.9%
Q1 2020$3,774,000
-82.1%
15,937
-77.7%
1.74%
-74.3%
Q4 2019$21,114,000
+370.8%
71,380
+333.9%
6.79%
+284.5%
Q3 2019$4,485,000
+0.8%
16,452
-0.5%
1.77%
-5.6%
Q2 2019$4,449,000
+4.3%
16,531
+0.6%
1.87%
-6.4%
Q1 2019$4,266,000
+40.4%
16,438
+24.3%
2.00%
+47.2%
Q4 2018$3,039,000
-46.3%
13,223
-37.6%
1.36%
-53.4%
Q3 2018$5,657,000
+7.5%
21,184
+0.4%
2.92%
+8.4%
Q2 2018$5,264,000
+1.1%
21,099
-1.9%
2.69%
+4.0%
Q1 2018$5,205,000
+1.7%
21,501
+3.1%
2.59%
-0.3%
Q4 2017$5,116,000
+8.2%
20,856
+1.8%
2.59%
+6.0%
Q3 2017$4,728,000
+16.5%
20,487
+12.1%
2.45%
+10.1%
Q2 2017$4,059,000
+42.1%
18,277
+38.4%
2.22%
+29.3%
Q1 2017$2,857,000
+31.2%
13,205
+24.6%
1.72%
+21.4%
Q4 2016$2,177,000
+45.0%
10,602
+40.4%
1.42%
+36.3%
Q3 2016$1,501,000
+63.9%
7,552
+58.4%
1.04%
+43.5%
Q2 2016$916,000
+26.3%
4,767
+17.4%
0.72%
+5.5%
Q1 2016$725,000
-2.0%
4,059
+2.5%
0.69%
-7.8%
Q4 2015$740,000
+0.7%
3,961
-5.3%
0.74%
-20.7%
Q3 2015$735,000
-30.9%
4,182
-25.7%
0.94%
-21.6%
Q2 2015$1,063,000
+480.9%
5,629
+456.2%
1.20%
+564.4%
Q3 2014$183,0001,0120.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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