FineMark National Bank & Trust - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,679 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.96 and the average weighting 2.4%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,988,447
+7.0%
7,610
+11.0%
0.13%
+13.0%
Q2 2023$2,792,718
+114.6%
6,857
+98.2%
0.12%
+105.4%
Q1 2023$1,301,202
+0.7%
3,460
-5.9%
0.06%
-3.4%
Q4 2022$1,291,877
+8.5%
3,677
+1.4%
0.06%
+1.8%
Q3 2022$1,191,000
-5.0%
3,627
+0.4%
0.06%
+3.6%
Q2 2022$1,254,000
-13.1%
3,614
+4.0%
0.06%
-3.5%
Q1 2022$1,443,000
-20.1%
3,476
-16.0%
0.06%
-16.2%
Q4 2021$1,807,000
+46.0%
4,140
+31.9%
0.07%
+30.8%
Q3 2021$1,238,000
-14.1%
3,138
-14.4%
0.05%
-11.9%
Q2 2021$1,442,000
+80.9%
3,664
+67.5%
0.06%
+73.5%
Q1 2021$797,000
-13.1%
2,187
-18.0%
0.03%
-17.1%
Q4 2020$917,000
+17.3%
2,667
+4.9%
0.04%
+7.9%
Q3 2020$782,000
+140.6%
2,542
+121.4%
0.04%
+111.1%
Q2 2020$325,000
+28.5%
1,148
+7.3%
0.02%
+12.5%
Q1 2020$253,000
-20.2%
1,0700.0%0.02%0.0%
Q4 2019$317,000
-46.7%
1,070
-51.0%
0.02%
-50.0%
Q3 2019$595,0002,1840.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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