Avidian Wealth Solutions, 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
Avidian Wealth Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,929,632
-9.6%
20,193
-6.2%
0.56%
-2.8%
Q2 2023$8,767,317
+142.0%
21,527
+123.4%
0.57%
+188.4%
Q1 2023$3,622,989
-4.8%
9,634
-11.1%
0.20%
-19.8%
Q4 2022$3,806,646
+62.3%
10,835
+51.7%
0.25%
+46.7%
Q3 2022$2,345,000
-23.4%
7,142
-19.0%
0.17%
-22.1%
Q2 2022$3,060,000
-74.6%
8,820
-69.7%
0.22%
-70.6%
Q1 2022$12,069,000
-10.7%
29,070
-6.1%
0.74%
-12.1%
Q4 2021$13,508,000
+9.7%
30,942
-0.9%
0.84%
-10.3%
Q3 2021$12,315,000
+2.2%
31,225
+1.9%
0.94%
+1.4%
Q2 2021$12,054,000
+7.8%
30,631
-0.2%
0.92%
-2.9%
Q1 2021$11,181,000
+7.9%
30,692
+1.8%
0.95%
-3.0%
Q4 2020$10,363,000
+84.3%
30,153
+65.0%
0.98%
+129.4%
Q3 2020$5,623,000
+15.5%
18,277
+6.4%
0.43%
-34.9%
Q2 2020$4,870,000
+228.6%
17,182
+174.6%
0.66%
+176.1%
Q1 2020$1,482,000
-22.4%
6,256
-3.1%
0.24%
-12.2%
Q4 2019$1,910,000
+7.1%
6,456
-1.4%
0.27%
-7.8%
Q3 2019$1,784,000
+115.5%
6,545
+112.8%
0.29%
+50.0%
Q2 2019$828,000
-12.8%
3,076
-15.9%
0.20%
-7.1%
Q1 2019$949,000
-96.6%
3,656
-97.0%
0.21%
-97.8%
Q4 2018$27,933,000
-34.9%
121,550
-24.3%
9.75%
-27.3%
Q3 2018$42,878,000
+6.7%
160,561
-0.3%
13.42%
+5.8%
Q2 2018$40,184,000
+152.5%
161,050
+145.0%
12.68%
+137.8%
Q1 2018$15,915,000
-59.4%
65,744
-58.8%
5.33%
-49.1%
Q4 2017$39,174,000
+14.4%
159,706
+7.6%
10.48%
-19.7%
Q3 2017$34,250,000
-19.8%
148,421
-22.8%
13.05%
-26.4%
Q2 2017$42,687,000
+3.2%
192,231
+0.5%
17.74%
+11.9%
Q1 2017$41,374,000
+36.8%
191,237
+29.8%
15.86%
+20.3%
Q4 2016$30,251,000
+5.3%
147,341
+1.9%
13.18%
+13.1%
Q3 2016$28,734,000
+10661.8%
144,617
+10326.6%
11.65%
+11910.3%
Q2 2016$267,000
+1.9%
1,3870.0%0.10%
-31.2%
Q1 2016$262,0001,3870.14%
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