CapWealth Advisors, 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
CapWealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$556,558
-13.8%
1,417
-10.6%
0.07%
-10.1%
Q2 2023$645,645
-0.7%
1,585
-8.3%
0.08%
-2.5%
Q1 2023$650,323
-11.3%
1,729
-17.1%
0.08%
-5.8%
Q4 2022$732,987
+25.3%
2,086
+17.1%
0.09%
+11.7%
Q3 2022$585,000
-15.2%
1,782
-10.4%
0.08%
-7.2%
Q2 2022$690,000
-12.9%
1,988
+4.2%
0.08%
+2.5%
Q1 2022$792,000
-11.8%
1,907
-7.2%
0.08%
-11.0%
Q4 2021$898,000
+11.3%
2,056
+0.5%
0.09%
+3.4%
Q3 2021$807,000
+2.8%
2,046
+2.5%
0.09%
+3.5%
Q2 2021$785,000
+6.2%
1,996
-1.6%
0.08%
+1.2%
Q1 2021$739,000
+6.6%
2,028
+0.5%
0.08%
+1.2%
Q4 2020$693,000
+20.3%
2,017
+7.7%
0.08%
+7.8%
Q3 2020$576,000
-10.3%
1,872
-17.3%
0.08%
-15.4%
Q2 2020$642,000
+31.0%
2,264
+9.4%
0.09%
+133.3%
Q1 2020$490,0002,0690.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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