Waverly Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,203 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 2.4%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,578,224
-8.1%
29,484
-4.7%
0.50%
-8.7%
Q2 2023$12,598,292
+22.0%
30,933
+12.6%
0.55%
+2.6%
Q1 2023$10,326,789
+6.9%
27,460
-0.1%
0.54%
+0.6%
Q4 2022$9,657,593
+9.5%
27,488
+2.4%
0.54%
-13.5%
Q3 2022$8,817,000
-0.9%
26,855
+4.7%
0.62%
-23.8%
Q2 2022$8,897,000
-15.1%
25,648
+1.6%
0.81%
-8.1%
Q1 2022$10,481,000
+6.5%
25,245
+3.9%
0.89%
+4.2%
Q4 2021$9,843,000
-6.4%
24,308
-1.4%
0.85%
-5.3%
Q3 2021$10,513,000
+2.6%
24,656
-1.2%
0.90%
-5.1%
Q2 2021$10,250,000
+1.1%
24,944
-6.0%
0.95%
-5.5%
Q1 2021$10,135,000
+7.4%
26,549
+1.1%
1.00%
+1.0%
Q4 2020$9,437,000
+18.5%
26,270
-1.1%
0.99%
-6.5%
Q3 2020$7,965,000
-1.0%
26,565
+2.2%
1.06%
+1.7%
Q2 2020$8,046,000
+32.2%
25,997
+1.2%
1.04%
+1.4%
Q1 2020$6,085,000
-24.4%
25,694
-2.1%
1.03%
-2.8%
Q4 2019$8,054,000
+4.8%
26,243
-6.9%
1.06%
-4.1%
Q3 2019$7,687,000
+1.5%
28,199
+0.2%
1.10%
-2.2%
Q2 2019$7,577,000
+5.1%
28,152
+1.4%
1.13%
+1.1%
Q1 2019$7,209,000
+15.2%
27,774
+2.0%
1.12%
+2.1%
Q4 2018$6,260,000
-18.1%
27,238
-4.8%
1.09%
-3.1%
Q3 2018$7,642,000
+6.4%
28,615
-0.6%
1.13%
+0.9%
Q2 2018$7,183,000
-0.2%
28,787
-3.1%
1.12%
-3.9%
Q1 2018$7,194,000
-2.6%
29,717
-1.3%
1.16%
+10.4%
Q4 2017$7,383,000
+23.7%
30,102
+16.4%
1.05%
-18.6%
Q3 2017$5,967,000
+92.1%
25,859
+84.8%
1.29%
+65.9%
Q2 2017$3,107,000
+11.2%
13,994
+8.4%
0.78%
+6.0%
Q1 2017$2,793,000
+10.7%
12,908
+5.0%
0.74%
-21.5%
Q4 2016$2,523,000
+4.0%
12,291
+0.7%
0.94%
-7.4%
Q3 2016$2,425,000
+2.2%
12,205
-1.1%
1.01%
-5.9%
Q2 2016$2,372,000
+10.1%
12,342
+8.0%
1.08%
-18.4%
Q1 2016$2,155,000
-13.0%
11,426
-13.8%
1.32%
+22.2%
Q4 2015$2,478,000
+3.5%
13,256
-2.7%
1.08%
-34.6%
Q3 2015$2,394,000
-82.3%
13,623
-81.0%
1.65%
-80.1%
Q2 2015$13,514,000
+3.3%
71,561
+3.5%
8.31%
+25.7%
Q1 2015$13,077,000
-3.3%
69,116
-3.7%
6.61%
-2.6%
Q4 2014$13,518,000
+5.3%
71,752
+0.9%
6.79%
-2.2%
Q3 2014$12,837,000
+1.5%
71,082
+0.9%
6.94%
+32.0%
Q2 2014$12,643,000
+6.8%
70,459
+2.0%
5.26%
-1.8%
Q1 2014$11,842,000
-2.0%
69,109
-3.3%
5.35%
+25.9%
Q4 2013$12,085,00071,4464.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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