B. Riley Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 386 filers reported holding VANGUARD INDEX FDS in Q2 2015. The put-call ratio across all filers is 1.89 and the average weighting 1.9%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$29,613,646
-0.4%
75,127
+3.2%
0.80%
+20.1%
Q2 2023$29,747,055
+20.5%
72,769
+10.9%
0.67%
+1.5%
Q1 2023$24,676,544
+24.2%
65,617
+16.0%
0.66%
+18.0%
Q4 2022$19,875,869
-1.1%
56,571
-7.5%
0.56%
-8.2%
Q3 2022$20,089,000
+37.8%
61,189
+45.6%
0.61%
-1.0%
Q2 2022$14,575,000
-17.2%
42,015
-0.9%
0.61%
+6.4%
Q1 2022$17,593,000
-10.9%
42,377
-6.3%
0.58%
+1.2%
Q4 2021$19,743,000
+26.5%
45,222
+14.3%
0.57%
+14.7%
Q3 2021$15,606,000
+4.0%
39,569
+3.7%
0.50%
+1.6%
Q2 2021$15,012,000
+10.7%
38,171
+2.4%
0.49%
+1.7%
Q1 2021$13,567,000
+15.6%
37,262
+9.2%
0.48%
-23.6%
Q4 2020$11,733,000
-38.3%
34,135
-45.1%
0.63%
-38.1%
Q3 2020$19,025,000
+16.6%
62,141
+7.9%
1.01%
-7.0%
Q2 2020$16,320,000
+38.5%
57,578
+15.7%
1.09%
+8.3%
Q1 2020$11,784,000
+64.3%
49,757
+105.3%
1.01%
+64.9%
Q4 2019$7,171,000
+31.9%
24,241
+21.6%
0.61%
+14.0%
Q3 2019$5,437,000
+7.5%
19,942
+6.1%
0.54%
-3.4%
Q2 2019$5,058,000
+15.4%
18,790
+11.3%
0.55%
+1.3%
Q1 2019$4,382,000
+16.1%
16,881
+2.8%
0.55%
+1.9%
Q4 2018$3,775,000
-9.4%
16,426
+5.3%
0.54%
+8.3%
Q3 2018$4,165,000
+8.8%
15,594
+1.7%
0.50%
-2.0%
Q2 2018$3,827,000
+9.2%
15,337
+5.9%
0.51%
+3.1%
Q1 2018$3,506,000
-24.0%
14,484
-23.0%
0.49%
-21.3%
Q4 2017$4,616,000
-4.4%
18,813
-10.1%
0.62%
-22.3%
Q3 2017$4,830,000
+13.0%
20,930
+8.8%
0.80%
+3.6%
Q2 2017$4,273,000
+4.0%
19,236
+1.4%
0.78%
-5.4%
Q1 2017$4,107,000
+16.2%
18,977
+10.3%
0.82%
+14.1%
Q4 2016$3,533,000
+90.8%
17,202
+3.0%
0.72%
+97.8%
Q3 2016$1,852,000
+40.3%
16,700
+39.9%
0.36%
+37.5%
Q2 2016$1,320,000
+58.5%
11,935
+52.8%
0.26%
+36.8%
Q1 2016$833,000
-35.9%
7,811
+12.4%
0.19%
-26.6%
Q4 2015$1,300,000
+105.7%
6,950
+93.4%
0.26%
+73.0%
Q3 2015$632,000
+10.3%
3,594
+18.7%
0.15%
+7.0%
Q2 2015$573,000
+2.7%
3,029
+2.7%
0.14%
+4.4%
Q1 2015$558,000
-90.3%
2,949
-42.7%
0.14%
+10.6%
Q4 2014$5,768,000
-82.9%
5,145
+2636.7%
0.12%
+1437.5%
Q2 2014$33,733,0001880.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2015
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