Carlton Hofferkamp & Jenks Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,210,390
+3.6%
3,154
+10.8%
0.56%
+9.7%
Q2 2023$1,168,028
+17.7%
2,846
+8.8%
0.51%
+13.7%
Q1 2023$991,961
-3.6%
2,616
-5.2%
0.45%0.0%
Q4 2022$1,028,748
+9.0%
2,759
+0.5%
0.45%
+1.3%
Q3 2022$944,000
-3.8%
2,7450.0%0.45%
-0.9%
Q2 2022$981,000
-8.9%
2,745
+4.9%
0.45%
+2.0%
Q1 2022$1,077,000
+11.8%
2,616
+8.5%
0.44%
+8.6%
Q4 2021$963,000
-3.8%
2,411
+3.9%
0.41%
+1.0%
Q3 2021$1,001,000
+30.5%
2,321
+19.9%
0.40%
+21.8%
Q2 2021$767,000
+21.7%
1,935
+17.8%
0.33%
+17.9%
Q1 2021$630,000
+31.0%
1,643
+18.9%
0.28%
+18.6%
Q4 2020$481,000
+25.3%
1,382
+18.0%
0.24%
+17.4%
Q3 2020$384,000
+45.5%
1,171
+32.6%
0.20%
+33.1%
Q2 2020$264,000
+26.3%
883
+13.9%
0.15%
+18.0%
Q1 2020$209,000
-9.1%
7750.0%0.13%
-1.5%
Q4 2019$230,000
+10.0%
7750.0%0.13%
+0.8%
Q3 2019$209,000
-1.4%
7750.0%0.13%
+0.8%
Q2 2019$212,000
+4.4%
775
-0.9%
0.13%
+0.8%
Q1 2019$203,000
-5.6%
782
-3.1%
0.13%
-3.8%
Q3 2018$215,000
+3.4%
807
-3.0%
0.13%
-1.5%
Q2 2018$208,000
-3.3%
832
-5.5%
0.13%
-0.7%
Q4 2017$215,0008800.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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