Nelson Capital Management, LLC - 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
Nelson Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$201,000
-6.5%
484
-1.8%
0.04%
-2.5%
Q4 2021$215,000
-2.3%
493
-11.8%
0.04%
-11.1%
Q2 2021$220,000
+5.8%
559
-1.9%
0.04%
+2.3%
Q1 2021$208,000
-75.5%
570
-79.3%
0.04%
-70.3%
Q3 2020$848,000
+6.3%
2,757
-2.1%
0.15%
-14.9%
Q2 2020$798,000
-2.3%
2,817
-18.3%
0.17%
-20.5%
Q1 2020$817,000
-31.2%
3,449
-14.1%
0.22%
-12.4%
Q4 2019$1,188,000
+11.7%
4,017
+2.8%
0.25%
-0.8%
Q3 2019$1,064,000
+1.0%
3,906
-0.2%
0.25%
+1.2%
Q2 2019$1,053,000
-27.1%
3,913
-29.7%
0.25%
-30.8%
Q1 2019$1,445,000
-21.1%
5,570
-30.1%
0.36%
-29.4%
Q4 2018$1,831,0007,9710.51%
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