CapWealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

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 Q1 2022
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