Institute for Wealth Management, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,075 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.46 and the average weighting 2.4%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$861,946
-10.2%
2,195
-6.9%
0.16%
-4.3%
Q2 2023$960,372
+24.0%
2,358
+14.5%
0.16%
+9.5%
Q1 2023$774,333
+4.1%
2,059
-2.7%
0.15%
-5.1%
Q4 2022$743,815
+6.7%
2,117
-0.3%
0.16%0.0%
Q3 2022$697,000
-2.9%
2,123
+2.5%
0.16%
+10.6%
Q2 2022$718,000
-81.4%
2,071
-77.7%
0.14%
-77.4%
Q1 2022$3,850,000
+332.1%
9,272
+354.5%
0.62%
+329.7%
Q4 2021$891,000
-10.3%
2,040
-19.0%
0.14%
-16.7%
Q3 2021$993,000
-78.3%
2,518
-78.3%
0.17%
-78.3%
Q2 2021$4,569,000
+5.9%
11,610
-2.0%
0.80%
-2.3%
Q1 2021$4,316,000
+11.2%
11,846
+4.9%
0.82%
+6.3%
Q4 2020$3,881,000
+8.8%
11,291
-2.6%
0.77%
-5.3%
Q3 2020$3,568,000
-1.2%
11,597
-8.9%
0.82%
-7.8%
Q2 2020$3,610,000
+0.4%
12,735
-16.1%
0.88%
-20.3%
Q1 2020$3,596,000
-43.1%
15,186
-29.0%
1.11%
-22.3%
Q4 2019$6,324,000
+2.4%
21,380
-5.6%
1.43%
-8.3%
Q3 2019$6,177,000
-25.4%
22,659
-26.3%
1.56%
-15.1%
Q2 2019$8,279,000
-31.2%
30,761
-33.6%
1.83%
-30.0%
Q1 2019$12,038,000
+6.1%
46,349
+8.9%
2.62%
-31.7%
Q3 2018$11,344,000
-26.6%
42,544
-31.3%
3.83%
-22.2%
Q2 2018$15,451,000
+4.8%
61,914
+2.0%
4.92%
+13.3%
Q1 2018$14,738,000
-27.6%
60,708
-24.7%
4.34%
-7.6%
Q4 2017$20,370,000
+68.3%
80,594
+53.7%
4.70%
+19.5%
Q3 2017$12,100,000
+24.8%
52,447
+20.2%
3.93%
+47.5%
Q2 2017$9,693,000
+226.8%
43,649
+175.1%
2.67%
-39.8%
Q4 2015$2,966,000
+288.7%
15,867
+265.5%
4.43%
+205.7%
Q3 2015$763,000
-68.2%
4,341
-65.8%
1.45%
-53.2%
Q2 2015$2,397,000
-20.6%
12,693
-20.4%
3.10%
-6.7%
Q1 2015$3,017,000
+33.1%
15,948
+32.6%
3.32%
+39.2%
Q4 2014$2,266,000
+4.5%
12,025
+0.4%
2.38%
+15.4%
Q3 2014$2,169,000
+15.7%
11,973
+14.6%
2.06%
+27.4%
Q2 2014$1,874,000
-21.3%
10,446
-24.9%
1.62%
-20.5%
Q1 2014$2,382,000
-8.6%
13,904
-9.8%
2.04%
+8.6%
Q4 2013$2,606,00015,4071.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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