Circle Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,611 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.77 and the average weighting 2.6%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$40,257,262
+1163.8%
80,494
+1114.6%
0.93%
+1074.7%
Q1 2024$3,185,405
+14.1%
6,627
+3.7%
0.08%
+11.3%
Q4 2023$2,791,173
+12.1%
6,390
+0.8%
0.07%
+14.5%
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 Q4 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,675,864$555,549,000100.00%
Parplus Partners 1,449$343,000100.00%
GLOBE LIFE INC. 703,875$166,692,000100.00%
UNIVERSITY OF CHICAGO 36,353$8,609,00095.55%
Mercer Investments LLC 17,821$4,220,00082.41%
Mangham Associates,LLC 280,682$66,471,00076.68%
SCHRODERS IS Ltd 901,134$213,406,00073.09%
JBF Capital, Inc. 1,458,168$345,323,00066.02%
Sciencast Management LP 903,374$207,360,00058.18%
HM Capital Management, LLC 312,296$73,958,00054.51%
View complete list of VANGUARD INDEX FDS shareholders