Montecito Bank & Trust - 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
Montecito Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$2,050,776
+29.3%
4,695
+16.3%
0.44%
+18.5%
Q3 2023$1,585,723
-11.1%
4,038
-7.8%
0.37%
-8.1%
Q2 2023$1,784,293
+11.0%
4,381
+2.5%
0.40%
+5.7%
Q1 2023$1,607,323
+173852.7%
4,274
+62.4%
0.38%
+71.0%
Q4 2022$924
-99.9%
2,631
+6.2%
0.22%
+5.7%
Q3 2022$813,000
+5.2%
2,477
+11.1%
0.21%
+15.8%
Q2 2022$773,000
-16.4%
2,2290.0%0.18%
+5.8%
Q1 2022$925,000
-5.0%
2,229
-0.0%
0.17%0.0%
Q4 2021$974,000
+19.4%
2,230
+7.8%
0.17%
+8.8%
Q3 2021$816,000
+0.1%
2,068
-0.1%
0.16%
+1.9%
Q2 2021$815,000
-14.4%
2,071
-20.8%
0.16%
-20.8%
Q1 2021$952,000
+6.5%
2,614
+0.5%
0.20%
+0.5%
Q4 2020$894,000
+13.6%
2,602
+1.7%
0.20%
-2.0%
Q3 2020$787,000
+8.4%
2,558
-0.1%
0.20%
+0.5%
Q2 2020$726,000
+68.4%
2,561
+40.6%
0.20%
+41.1%
Q1 2020$431,000
-20.2%
1,821
-0.2%
0.14%
-2.8%
Q4 2019$540,000
+1.9%
1,825
-6.2%
0.14%
-8.2%
Q3 2019$530,000
-26.9%
1,945
-27.8%
0.16%
-27.9%
Q2 2019$725,000
+134.6%
2,695
+126.7%
0.22%
+133.0%
Q1 2019$309,000
+51.5%
1,189
+33.7%
0.09%
+34.3%
Q4 2018$204,000
-16.0%
889
-2.2%
0.07%
-4.1%
Q3 2018$243,000
+6.6%
909
-0.5%
0.07%0.0%
Q2 2018$228,000
-57.1%
914
-58.4%
0.07%
-58.0%
Q1 2018$532,000
-46.5%
2,196
-45.8%
0.17%
-34.6%
Q4 2017$995,000
+39.2%
4,055
+30.8%
0.27%
+7.3%
Q3 2017$715,000
-16.1%
3,101
-19.2%
0.25%
-19.2%
Q2 2017$852,000
+31.7%
3,837
+28.5%
0.31%
+30.1%
Q1 2017$647,000
+493.6%
2,987
+463.6%
0.24%
+521.1%
Q4 2016$109,0005300.04%
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