Circle Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,723 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 3.20 and the average weighting 2.3%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,489,488
-3.2%
6,339
+0.4%
0.06%
-81.8%
Q2 2023$2,571,832
+8.3%
6,3150.0%0.34%
-0.9%
Q1 2023$2,374,751
+7.5%
6,315
+0.4%
0.34%
+0.6%
Q4 2022$2,209,729
+8.0%
6,289
+0.9%
0.34%
+1.2%
Q3 2022$2,046,000
-5.0%
6,233
+0.4%
0.34%
-1.5%
Q2 2022$2,153,000
-16.5%
6,2070.0%0.34%
+1.2%
Q1 2022$2,577,000
-4.6%
6,207
+0.3%
0.34%
-4.2%
Q4 2021$2,701,000
+11.4%
6,187
+0.7%
0.35%
+0.9%
Q3 2021$2,424,000
+0.6%
6,146
+0.3%
0.35%
+1.2%
Q2 2021$2,410,000
+8.4%
6,125
+0.3%
0.35%
-2.5%
Q1 2021$2,224,000
+6.0%
6,1040.0%0.36%
+17.9%
Q4 2020$2,098,000
+12.6%
6,104
+0.8%
0.30%
-2.3%
Q3 2020$1,863,000
+9.1%
6,054
+0.5%
0.31%
+3.0%
Q2 2020$1,707,000
+14.2%
6,024
-4.6%
0.30%
+2.4%
Q1 2020$1,495,0006,3140.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
GLOBE LIFE INC. 663,591$141,659,000100.00%
AXIS CAPITAL HOLDINGS LTD 547,507$118,453,00073.00%
Symetra Life Insurance Co 1,012,127$218,974,00060.53%
HM Capital Management, LLC 240,681$52,073,00049.99%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 291,612$63,090,00041.35%
SCHRODERS IS Ltd 4,111,149$889,447,00040.26%
Fiduciary Wealth Partners, LLC 174,279$37,705,00038.23%
JBF Capital, Inc. 1,519,818$328,813,00038.08%
Rampart Investment Management Company, LLC 460,291$99,584,00035.67%
Fragasso Group Inc. 452,569$97,913,00031.03%
View complete list of VANGUARD INDEX FDS shareholders