Evercore Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 676 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 3.37 and the average weighting 2.5%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,165,538
-4.7%
51,351
-1.1%
0.38%
-2.6%
Q2 2023$21,155,346
+30.2%
51,943
+20.3%
0.39%
+19.8%
Q1 2023$16,243,967
+6.9%
43,194
-0.1%
0.32%
+1.9%
Q4 2022$15,194,050
+9.6%
43,246
+2.4%
0.32%
+1.6%
Q3 2022$13,859,000
-5.3%
42,216
+0.0%
0.31%
+1.3%
Q2 2022$14,637,000
-15.8%
42,197
+0.8%
0.31%
+0.7%
Q1 2022$17,380,000
-5.9%
41,861
-1.0%
0.31%
+2.3%
Q4 2021$18,461,000
+10.7%
42,2870.0%0.30%
-0.7%
Q3 2021$16,678,000
-1.3%
42,287
-1.5%
0.30%
-2.3%
Q2 2021$16,890,000
+7.4%
42,920
-0.6%
0.31%
-1.0%
Q1 2021$15,730,000
+5.6%
43,180
-0.3%
0.31%
-2.8%
Q4 2020$14,889,000
+6.5%
43,321
-4.7%
0.32%
-6.1%
Q3 2020$13,978,000
+3.8%
45,434
-4.4%
0.34%
-5.0%
Q2 2020$13,471,000
+48.7%
47,527
+24.3%
0.36%
+20.4%
Q1 2020$9,057,000
+21.2%
38,245
+51.3%
0.30%
+48.8%
Q4 2019$7,475,000
+7.7%
25,273
-0.7%
0.20%
-1.5%
Q3 2019$6,938,000
+3.0%
25,454
+1.7%
0.20%
-0.5%
Q2 2019$6,737,000
+4.4%
25,029
+0.6%
0.20%
-1.4%
Q1 2019$6,455,000
+147.7%
24,872
+119.3%
0.21%
+112.2%
Q4 2018$2,606,000
-14.7%
11,342
-0.9%
0.10%0.0%
Q3 2018$3,056,000
+8.7%
11,442
+1.6%
0.10%
+2.1%
Q2 2018$2,811,000
+3.1%
11,2610.0%0.10%
-7.7%
Q1 2018$2,726,000
-21.0%
11,261
-20.0%
0.10%
-18.8%
Q4 2017$3,451,000
+5.9%
14,068
-0.4%
0.13%
+0.8%
Q3 2017$3,259,000
+0.5%
14,125
-3.3%
0.13%
+1.6%
Q2 2017$3,243,000
+78.1%
14,600
+73.4%
0.12%
+76.1%
Q1 2017$1,821,000
+203.0%
8,420
+187.5%
0.07%
+184.0%
Q4 2016$601,000
+132.9%
2,929
+125.3%
0.02%
+127.3%
Q3 2016$258,000
+62.3%
1,300
+57.6%
0.01%
+57.1%
Q2 2016$159,000
+218.0%
825
+213.7%
0.01%
+250.0%
Q1 2016$50,000
-85.8%
263
-86.0%
0.00%
-87.5%
Q2 2015$353,0001,8720.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
GLOBE LIFE INC. 735,176$276,477,571100.00%
E-L Financial Corp Ltd 1,653,683$840,980,370100.00%
Standard Family Office LLC 125,136$47,059,89686.02%
AXIS CAPITAL HOLDINGS LTD 284,972$107,169,42070.54%
Liquid Strategies, LLC 598,486$225,072,63061.19%
Fairfield University 145,978$54,898,10948.09%
Trevian Wealth Management LLC 134,772$50,68447.40%
JBF Capital, Inc. 509,121$191,465,13443.41%
Acorns Advisers, LLC 7,694,526$2,893,68042.05%
WELCH CAPITAL PARTNERS LLC/NY 364,783$137,18441.12%
View complete list of VANGUARD INDEX FDS shareholders