Barrett Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$856,000
+26.8%
2,062
+33.3%
0.04%
+44.0%
Q4 2021$675,000
-60.1%
1,547
-63.9%
0.02%
-67.9%
Q3 2021$1,690,000
+0.2%
4,286
+0.0%
0.08%0.0%
Q2 2021$1,686,000
+8.2%
4,285
+0.2%
0.08%
+1.3%
Q1 2021$1,558,000
-30.0%
4,276
-37.2%
0.08%
+24.2%
Q4 2020$2,226,000
+131.2%
6,805
+117.4%
0.06%
+8.8%
Q3 2020$963,000
+8.6%
3,1300.0%0.06%0.0%
Q2 2020$887,000
+19.7%
3,1300.0%0.06%
-1.7%
Q1 2020$741,000
-64.8%
3,130
-57.8%
0.06%
-13.4%
Q4 2019$2,106,000
+108.5%
7,410
+100.0%
0.07%0.0%
Q3 2019$1,010,000
+5.0%
3,705
+3.6%
0.07%
+6.3%
Q2 2019$962,000
+3.7%
3,5750.0%0.06%
+1.6%
Q1 2019$928,000
-0.9%
3,575
-12.3%
0.06%
-13.9%
Q4 2018$936,000
-14.0%
4,0750.0%0.07%
+1.4%
Q3 2018$1,088,000
+3.2%
4,075
-3.6%
0.07%
-1.4%
Q2 2018$1,054,000
+3.0%
4,2250.0%0.07%
-1.4%
Q1 2018$1,023,000
-1.3%
4,2250.0%0.07%0.0%
Q4 2017$1,036,000
+6.3%
4,2250.0%0.07%
+2.8%
Q3 2017$975,000
+3.9%
4,2250.0%0.07%0.0%
Q2 2017$938,000
-15.8%
4,225
-18.0%
0.07%
-19.3%
Q1 2017$1,114,000
+5.4%
5,1500.0%0.09%
+1.1%
Q4 2016$1,057,000
+3.3%
5,1500.0%0.09%
+1.2%
Q3 2016$1,023,000
+4.4%
5,150
+1.0%
0.09%
+1.2%
Q2 2016$980,0005,1000.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders