ROCKY MOUNTAIN ADVISERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 70 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
ROCKY MOUNTAIN ADVISERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,529,195
+13.3%
8,987
+8.5%
1.72%
+3.7%
Q2 2023$3,114,988
+99899.6%
8,2830.0%1.66%0.0%
Q1 2023$3,115
+5.2%
8,283
-1.7%
1.66%
+1.0%
Q4 2022$2,962
-99.9%
8,430
+15.4%
1.64%
-47.3%
Q3 2022$2,397,000
+136.2%
7,302
+149.5%
3.12%
+149.4%
Q2 2022$1,015,000
-8.5%
2,927
+9.5%
1.25%
+1.7%
Q1 2022$1,109,000
-2.2%
2,672
+2.9%
1.23%
-4.5%
Q4 2021$1,134,000
+3.1%
2,597
-6.9%
1.29%
-3.8%
Q3 2021$1,100,000
+5.1%
2,790
+4.9%
1.34%
+2.7%
Q2 2021$1,047,000
+10.8%
2,660
+2.5%
1.30%
-3.0%
Q1 2021$945,000
+12.2%
2,595
+5.9%
1.34%
-3.4%
Q4 2020$842,000
+11.7%
2,4500.0%1.39%
-4.0%
Q3 2020$754,000
+8.6%
2,4500.0%1.45%
-16.0%
Q2 2020$694,000
+19.4%
2,450
-0.2%
1.73%
+6.9%
Q1 2020$581,000
+4369.2%
2,455
+5609.3%
1.62%
+3745.2%
Q4 2019$13,000430.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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