WMS Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,662,704
-5.9%
4,234
-2.4%
0.13%
-5.8%
Q2 2023$1,767,235
+15.9%
4,339
+7.0%
0.14%
+3.7%
Q1 2023$1,525,372
+6.8%
4,056
-0.2%
0.13%
-5.0%
Q4 2022$1,428,433
+5.0%
4,066
-1.9%
0.14%
-23.8%
Q3 2022$1,361,000
+269.8%
4,145
+290.7%
0.18%
+224.6%
Q2 2022$368,000
-16.6%
1,0610.0%0.06%
-5.0%
Q1 2022$441,000
+15.7%
1,061
+9.9%
0.06%
+7.1%
Q3 2021$381,000
+9.5%
965
+9.2%
0.06%
+9.8%
Q2 2021$348,000
+20.4%
884
+11.3%
0.05%
-22.7%
Q1 2021$289,0007940.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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