BSW Wealth Partners - 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
BSW Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,446,363
-5.8%
13,869
-2.3%
1.21%
+0.5%
Q2 2023$5,781,747
+4.7%
14,196
-3.3%
1.21%
+6.6%
Q1 2023$5,521,460
+103569.9%
14,682
-3.2%
1.13%
-1.1%
Q4 2022$5,326
-99.8%
15,160
+128.9%
1.14%
+114.2%
Q3 2022$2,174,000
-5.6%
6,622
-0.2%
0.53%
-3.3%
Q2 2022$2,302,000
-20.5%
6,637
-4.8%
0.55%
-24.6%
Q1 2022$2,894,000
-5.0%
6,970
-0.1%
0.73%
-4.3%
Q4 2021$3,046,000
+11.5%
6,978
+0.7%
0.76%
+0.1%
Q3 2021$2,732,000
-3.8%
6,928
-4.0%
0.76%
-2.2%
Q2 2021$2,841,000
+6.8%
7,219
-1.1%
0.78%
+1.7%
Q1 2021$2,660,000
-35.6%
7,301
-39.3%
0.77%
-39.5%
Q4 2020$4,132,000
+10.8%
12,022
-0.8%
1.27%
-9.3%
Q3 2020$3,730,000
+15.4%
12,124
+6.3%
1.40%
+29.3%
Q2 2020$3,233,000
-15.7%
11,405
-29.5%
1.08%
-32.0%
Q1 2020$3,833,000
-22.3%
16,185
-3.0%
1.59%
-5.3%
Q4 2019$4,933,000
+8.8%
16,678
+0.3%
1.68%
-3.6%
Q3 2019$4,533,000
+0.3%
16,629
-1.0%
1.74%
+2.0%
Q2 2019$4,519,000
+4.3%
16,790
+0.6%
1.71%
-0.3%
Q1 2019$4,332,000
+9.0%
16,690
-3.5%
1.72%
+14.3%
Q4 2018$3,974,00017,2921.50%
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