PATHSTONE FAMILY OFFICE, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,679 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.96 and the average weighting 2.4%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$520,768,525
+815.3%
1,326,117
+849.5%
3.97%
+367.6%
Q2 2023$56,897,184
+0.1%
139,671
-7.6%
0.85%
-7.8%
Q1 2023$56,841,231
-47.1%
151,147
-51.7%
0.92%
+0.5%
Q4 2022$107,445,048
-13.2%
313,240
-16.9%
0.92%
-18.1%
Q3 2022$123,785,273
+204.8%
376,932
+222.0%
1.12%
+25.1%
Q2 2022$40,607,168
+55.8%
117,066
+86.5%
0.89%
+47.0%
Q1 2022$26,072,000
+20.6%
62,761
+34.9%
0.61%
+12.8%
Q4 2021$21,621,000
+73.5%
46,518
+47.2%
0.54%
+48.1%
Q3 2021$12,464,000
+1.3%
31,595
+1.0%
0.36%
-1.4%
Q2 2021$12,310,000
-0.6%
31,284
-8.0%
0.37%
-11.9%
Q1 2021$12,388,000
+13.0%
34,006
+6.6%
0.42%
-6.9%
Q4 2020$10,960,000
+63.1%
31,890
+45.9%
0.45%
-38.4%
Q3 2020$6,720,000
-4.7%
21,852
-12.1%
0.73%
-12.5%
Q2 2020$7,049,000
-3.5%
24,872
-19.4%
0.84%
-19.6%
Q1 2020$7,306,000
-90.8%
30,853
+15.2%
1.04%
+20.7%
Q4 2019$79,214,000
+648.0%
26,780
-31.1%
0.86%
-37.7%
Q3 2019$10,590,000
+21.4%
38,846
+19.9%
1.38%
+34.1%
Q2 2019$8,722,000
+95.7%
32,396
+88.6%
1.03%
+81.5%
Q1 2019$4,457,000
+36.7%
17,173
+20.9%
0.57%
-39.4%
Q4 2018$3,260,000
+16.4%
14,200
+35.3%
0.94%
+6.6%
Q3 2018$2,800,000
+7.3%
10,493
+0.2%
0.88%
-54.4%
Q2 2018$2,610,000
+24.0%
10,468
+20.5%
1.92%
+63.6%
Q1 2018$2,104,000
+42.1%
8,690
+19.5%
1.18%
+43.3%
Q4 2017$1,481,000
+72.8%
7,270
+95.6%
0.82%
+6.2%
Q3 2017$857,000
+21.9%
3,716
+17.3%
0.77%
+160.8%
Q2 2017$703,000
+563.2%
3,169
+544.1%
0.30%
+410.3%
Q1 2017$106,000
-51.6%
492
-57.7%
0.06%
-86.9%
Q1 2016$219,0001,1630.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders