Wellington Shields Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,033 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 3.18 and the average weighting 2.6%.

Quarter-by-quarter ownership
Wellington Shields Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,762,978
-11.9%
17,222
-8.6%
0.89%
-4.8%
Q2 2023$7,672,875
+1.0%
18,839
-6.7%
0.94%
+2.5%
Q1 2023$7,595,596
+2.5%
20,197
-4.3%
0.91%
+1.6%
Q4 2022$7,412,506
+15.9%
21,098
+8.3%
0.90%
-40.8%
Q3 2022$6,397,000
+844.9%
19,484
+897.6%
1.52%
+1710.7%
Q2 2022$677,000
+33.0%
1,953
+59.4%
0.08%
+50.0%
Q1 2022$509,000
+41.0%
1,225
+47.9%
0.06%
+21.7%
Q4 2021$361,000
+62.6%
828
-17.2%
0.05%
+27.8%
Q2 2017$222,000
-13.3%
1,000
-15.3%
0.04%
-12.2%
Q1 2017$256,000
+5.8%
1,1810.0%0.04%
+2.5%
Q4 2016$242,000
+3.0%
1,1810.0%0.04%
-2.4%
Q3 2016$235,000
+3.5%
1,1810.0%0.04%
+7.9%
Q2 2016$227,000
+1.8%
1,1810.0%0.04%
-2.6%
Q1 2016$223,000
-24.4%
1,181
-24.5%
0.04%
-13.3%
Q2 2015$295,000
-0.3%
1,5650.0%0.04%
+2.3%
Q1 2015$296,000
+0.3%
1,5650.0%0.04%
-6.4%
Q4 2014$295,0001,5650.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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