Circle 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
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 Q1 2022
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,683$840,980,370100.00%
GLOBE LIFE INC. 735,176$276,477,571100.00%
Standard Family Office LLC 125,136$47,059,89686.02%
AXIS CAPITAL HOLDINGS LTD 284,972$107,169,42070.54%
Liquid Strategies, LLC 598,486$225,072,63061.19%
Fairfield University 145,978$54,898,10948.09%
Trevian Wealth Management LLC 134,772$50,68447.40%
JBF Capital, Inc. 509,121$191,465,13443.41%
Acorns Advisers, LLC 7,694,526$2,893,68042.05%
WELCH CAPITAL PARTNERS LLC/NY 364,783$137,18441.12%
View complete list of VANGUARD INDEX FDS shareholders