Stevens First Principles Investment Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
Stevens First Principles Investment Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2019$3,0000.0%120.0%0.00%0.0%
Q1 2019$3,000
+50.0%
12
+50.0%
0.00%
+100.0%
Q4 2018$2,0000.0%80.0%0.00%0.0%
Q3 2018$2,0000.0%80.0%0.00%0.0%
Q2 2018$2,0000.0%80.0%0.00%0.0%
Q1 2018$2,0000.0%8
-20.0%
0.00%0.0%
Q4 2017$2,0000.0%100.0%0.00%0.0%
Q3 2017$2,0000.0%100.0%0.00%0.0%
Q2 2017$2,0000.0%100.0%0.00%0.0%
Q1 2017$2,0000.0%100.0%0.00%0.0%
Q4 2016$2,0000.0%100.0%0.00%0.0%
Q3 2016$2,000100.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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