Perigon Wealth Management, 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
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$54,965,315
-47.5%
139,968
-45.6%
2.23%
+8.2%
Q2 2023$104,772,736
+235.0%
257,250
+209.3%
2.06%
+15.7%
Q1 2023$31,274,790
-73.9%
83,162
-85.0%
1.78%
-52.1%
Q4 2022$119,830,600
+451.7%
553,375
+736.4%
3.71%
+97.8%
Q3 2022$21,720,000
+5.8%
66,159
+11.8%
1.88%
+9.4%
Q2 2022$20,527,000
-1.7%
59,177
+17.6%
1.72%
+16.2%
Q1 2022$20,892,000
+32.4%
50,322
+39.2%
1.48%
+30.7%
Q4 2021$15,783,000
+56.8%
36,151
+41.6%
1.13%
+29.2%
Q3 2021$10,068,000
+3.8%
25,528
+3.5%
0.87%
+1.3%
Q2 2021$9,704,000
+36.3%
24,659
+26.2%
0.86%
+18.9%
Q1 2021$7,117,000
+68.3%
19,536
+58.8%
0.73%
+47.9%
Q4 2020$4,228,000
+154.5%
12,301
+127.9%
0.49%
+111.6%
Q3 2020$1,661,000
+40.5%
5,398
+29.5%
0.23%
+24.1%
Q2 2020$1,182,000
+4.9%
4,169
-5.4%
0.19%
-11.0%
Q1 2020$1,127,000
+125.4%
4,407
+162.2%
0.21%
+105.9%
Q4 2019$500,000
+18.5%
1,681
+9.3%
0.10%
+3.0%
Q3 2019$422,000
-41.8%
1,538
-42.9%
0.10%
-41.8%
Q2 2019$725,000
+26.1%
2,695
+25.6%
0.17%
+26.9%
Q1 2019$575,000
+9.7%
2,1450.0%0.13%0.0%
Q4 2018$524,000
+110.4%
2,145
+131.4%
0.13%
+119.7%
Q3 2018$249,000
+7.3%
9270.0%0.06%
-12.9%
Q2 2018$232,000
+3.6%
9270.0%0.07%
-15.7%
Q1 2018$224,000
-16.7%
927
-15.5%
0.08%
-17.0%
Q4 2017$269,0001,097
+54750.0%
0.10%
Q3 2017$020.0%0.00%
Q2 2017$0
-100.0%
2
-86.7%
0.00%
-100.0%
Q1 2017$3,000
-78.6%
15
-76.9%
0.00%
-66.7%
Q4 2016$14,000
-74.5%
65
-76.4%
0.00%
-78.6%
Q3 2016$55,000
-99.7%
275
-99.6%
0.01%
-99.3%
Q3 2011$21,720,00066,1591.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders