J.P. Morgan Private Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$774,713,610
-9.9%
1,972,787
-6.5%
2.21%
-50.4%
Q2 2023$859,360,794
-7.9%
2,110,000
-15.0%
4.46%
+125.2%
Q1 2023$933,444,099
+0.2%
2,482,102
-6.4%
1.98%
-4.8%
Q4 2022$931,949,728
+7.8%
2,652,558
+0.8%
2.08%
-7.8%
Q3 2022$864,189,000
-0.8%
2,632,315
+4.8%
2.26%
+1.3%
Q2 2022$871,479,000
-11.7%
2,512,336
+5.7%
2.23%
+4.3%
Q1 2022$986,627,000
-1.2%
2,376,441
+3.9%
2.14%
-0.5%
Q4 2021$998,816,000
+14.0%
2,287,871
+3.0%
2.15%
+0.2%
Q3 2021$876,049,000
+8.2%
2,221,220
+7.9%
2.14%
+2.2%
Q2 2021$809,864,000
+21.1%
2,058,000
+12.1%
2.10%
-3.1%
Q1 2021$668,515,000
-0.1%
1,835,067
-5.8%
2.16%
-0.2%
Q4 2020$669,241,000
+17.9%
1,947,221
+5.6%
2.17%
-1.9%
Q3 2020$567,423,000
+11.8%
1,844,380
+3.0%
2.21%
-4.4%
Q2 2020$507,326,000
+17.3%
1,789,953
-2.0%
2.31%
-5.6%
Q1 2020$432,467,000
-14.1%
1,826,144
+7.3%
2.45%
+7.2%
Q4 2019$503,259,000
+17.2%
1,701,349
+8.0%
2.28%
+2.1%
Q3 2019$429,522,000
+8.8%
1,575,649
+7.4%
2.24%
+3.5%
Q2 2019$394,859,000
-5.9%
1,467,059
-9.2%
2.16%
-1.1%
Q1 2019$419,506,000
+12.9%
1,616,344
+0.0%
2.19%
-3.1%
Q4 2018$371,439,000
-9.3%
1,616,288
+5.4%
2.26%
+13.0%
Q3 2018$409,342,000
+2.3%
1,532,829
-4.4%
2.00%
-10.8%
Q2 2018$400,012,000
+25.6%
1,603,192
+21.8%
2.24%
+4.0%
Q1 2018$318,602,000
-0.4%
1,316,100
+0.9%
2.16%
+2.3%
Q4 2017$319,986,000
+8.2%
1,304,519
+1.8%
2.11%
-1.0%
Q3 2017$295,834,000
+4.1%
1,282,001
+0.2%
2.13%
-1.3%
Q2 2017$284,184,000
+5.3%
1,279,763
+2.6%
2.16%
+3.2%
Q1 2017$269,923,000
+0.4%
1,247,620
-4.7%
2.09%
-10.6%
Q4 2016$268,756,000
+29.2%
1,309,025
+25.0%
2.34%
+20.6%
Q3 2016$208,068,000
-6.5%
1,047,199
-9.5%
1.94%
-10.3%
Q2 2016$222,515,000
+19.0%
1,157,723
+16.7%
2.16%
+20.9%
Q1 2016$187,035,000
-6.2%
991,912
-7.0%
1.79%
-12.6%
Q4 2015$199,415,000
+83.5%
1,066,783
+72.5%
2.05%
+50.0%
Q3 2015$108,690,000
-3.2%
618,574
+4.0%
1.36%
+5.8%
Q2 2015$112,330,000
+13.3%
594,839
+13.6%
1.29%
+14.0%
Q1 2015$99,114,000
+13.7%
523,856
+13.2%
1.13%
+8.6%
Q4 2014$87,196,000
+48.2%
462,819
+42.1%
1.04%
+37.5%
Q3 2014$58,832,000
+15.7%
325,779
+15.0%
0.76%
-11.8%
Q2 2014$50,850,000
+16.7%
283,398
+11.4%
0.86%
+7.8%
Q1 2014$43,583,000
+13.7%
254,348
+12.3%
0.80%
+3.4%
Q4 2013$38,320,000226,5450.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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