Alpha Cubed Investments, 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
Alpha Cubed Investments, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,964,988
-6.9%
20,283
-3.4%
0.54%
-7.3%
Q2 2023$8,553,228
-13.8%
21,001
-23.9%
0.58%
-19.6%
Q1 2023$9,923,142
-46.8%
27,583
-49.1%
0.72%
-49.2%
Q4 2022$18,651,199
+68.4%
54,226
+60.7%
1.41%
+63.2%
Q3 2022$11,077,000
+94.2%
33,740
+105.2%
0.86%
+108.9%
Q2 2022$5,704,000
+1.1%
16,445
+21.0%
0.41%
+14.4%
Q1 2022$5,644,000
-5.3%
13,594
-0.4%
0.36%
-7.2%
Q4 2021$5,958,000
+25.8%
13,647
+13.7%
0.39%
+9.6%
Q3 2021$4,736,000
+4.2%
12,007
+3.9%
0.36%
+8.5%
Q2 2021$4,546,000
+14.2%
11,553
+5.8%
0.33%
+6.1%
Q1 2021$3,980,000
-2.8%
10,924
-8.3%
0.31%
-11.7%
Q4 2020$4,094,000
+28.2%
11,912
+14.7%
0.35%
+14.8%
Q3 2020$3,194,000
-5.0%
10,381
-12.5%
0.30%
-17.1%
Q2 2020$3,362,000
+37.3%
11,863
+14.7%
0.37%
+25.2%
Q1 2020$2,449,000
+53.8%
10,343
+92.2%
0.29%
+79.3%
Q4 2019$1,592,000
+46.9%
5,382
+35.4%
0.16%
+30.2%
Q3 2019$1,084,000
+23.3%
3,976
+21.8%
0.13%
+23.5%
Q2 2019$879,000
+7.7%
3,265
+3.8%
0.10%
+3.0%
Q1 2019$816,000
-7.1%
3,145
-17.7%
0.10%
-25.0%
Q4 2018$878,000
+84.5%
3,822
+103.8%
0.13%
+140.0%
Q3 2018$476,0001,8750.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders