Twele Capital Management, 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
Twele Capital Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$39,959,582
-3.7%
101,756
-0.2%
6.86%
+2.5%
Q2 2023$41,513,644
+14.1%
101,929
+5.3%
6.69%
+12.5%
Q1 2023$36,390,790
+5.4%
96,766
-1.6%
5.95%
+4.9%
Q4 2022$34,539,884
+6.7%
98,309
-0.3%
5.67%
+1.3%
Q3 2022$32,382,000
-5.7%
98,634
-0.4%
5.59%
+3.5%
Q2 2022$34,338,000
-14.6%
98,992
+2.3%
5.41%
-0.7%
Q1 2022$40,190,000
-4.7%
96,804
+0.2%
5.44%
+2.2%
Q4 2021$42,169,000
+4.4%
96,592
-5.7%
5.33%
+0.1%
Q3 2021$40,400,000
-1.7%
102,435
-1.9%
5.32%
-16.6%
Q2 2021$41,095,000
+3.7%
104,430
-4.0%
6.37%
+0.4%
Q1 2021$39,646,000
-2.3%
108,827
-7.9%
6.35%
-12.8%
Q4 2020$40,595,000
+0.2%
118,114
-10.3%
7.28%
-7.4%
Q3 2020$40,498,000
+4.1%
131,636
-4.1%
7.86%
+1.1%
Q2 2020$38,906,000
+14.0%
137,270
-4.7%
7.78%
+4.1%
Q1 2020$34,128,000
-13.4%
144,109
+8.2%
7.47%
+1.3%
Q4 2019$39,400,000
+4.9%
133,198
-3.3%
7.37%
-0.6%
Q3 2019$37,559,000
+0.4%
137,780
-0.9%
7.42%
-1.2%
Q2 2019$37,425,000
+3.2%
139,050
-0.5%
7.51%
-5.7%
Q1 2019$36,280,000
+28.0%
139,784
+13.3%
7.96%
+21.0%
Q4 2018$28,341,000
-7.2%
123,325
+7.9%
6.58%
-5.5%
Q3 2018$30,525,000
-1.1%
114,306
-7.6%
6.95%
-3.0%
Q2 2018$30,854,000
+3.2%
123,657
+0.1%
7.17%
+3.6%
Q1 2018$29,895,000
-1.1%
123,492
+0.2%
6.92%
+0.1%
Q4 2017$30,239,000
+6.4%
123,280
+0.1%
6.91%
+1.5%
Q3 2017$28,413,000
+2.3%
123,130
-1.5%
6.81%
-1.6%
Q2 2017$27,770,000
+4.0%
125,055
+1.3%
6.92%
+0.3%
Q1 2017$26,704,000
-10.8%
123,430
-15.3%
6.90%
-13.6%
Q4 2016$29,926,000
+3.7%
145,760
+0.4%
7.99%
+2.7%
Q3 2016$28,849,000
+2.5%
145,198
-0.8%
7.78%
-0.7%
Q2 2016$28,142,000
+2.2%
146,422
+0.3%
7.83%
-1.1%
Q1 2016$27,535,000
+32.8%
146,030
+31.6%
7.92%
+26.2%
Q4 2015$20,740,000
+38.8%
110,951
+30.5%
6.28%
+40.9%
Q3 2015$14,942,000
+53.6%
85,036
+65.1%
4.46%
+61.0%
Q2 2015$9,728,000
+0.6%
51,512
+0.8%
2.77%
+0.9%
Q1 2015$9,673,000
+0.4%
51,1250.0%2.74%
-1.5%
Q4 2014$9,632,000
+5.9%
51,125
+1.5%
2.78%
+2.7%
Q3 2014$9,098,000
+1.6%
50,381
+0.9%
2.71%
+1.6%
Q2 2014$8,959,000
+63.3%
49,931
+56.0%
2.67%
+60.7%
Q1 2014$5,485,000
+61.8%
32,011
+59.7%
1.66%
+55.8%
Q4 2013$3,391,00020,0461.07%
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