Regal Investment Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,642,558
-7.6%
29,647
-4.2%
0.98%
-7.3%
Q2 2023$12,604,481
+9.2%
30,948
+0.9%
1.06%
+3.7%
Q1 2023$11,539,403
+27.8%
30,684
+19.4%
1.02%
+16.6%
Q4 2022$9,029,187
+33.3%
25,699
+24.5%
0.87%
+22.2%
Q3 2022$6,775,000
+62.6%
20,637
+71.8%
0.72%
+64.7%
Q2 2022$4,167,000
-3.0%
12,013
+16.1%
0.43%
+10.2%
Q1 2022$4,296,000
-15.7%
10,348
-11.4%
0.39%
-12.6%
Q4 2021$5,096,000
+20.4%
11,674
+8.7%
0.45%
+9.7%
Q3 2021$4,234,000
+0.8%
10,735
+0.6%
0.41%
-2.4%
Q2 2021$4,200,000
+60.0%
10,672
+39.7%
0.42%
+41.8%
Q4 2020$2,625,000
+139.5%
7,639
+97.5%
0.30%
+47.8%
Q2 2020$1,096,000
+419.4%
3,867
+441.6%
0.20%
+428.9%
Q4 2019$211,000
-66.7%
714
-69.6%
0.04%
-69.1%
Q2 2019$633,000
+1.1%
2,351
-2.5%
0.12%
-3.1%
Q1 2019$626,000
+14.7%
2,411
+1.4%
0.13%
+5.8%
Q4 2018$546,000
+30.9%
2,378
+52.2%
0.12%
+36.4%
Q3 2018$417,0001,5620.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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