Surevest, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,329 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 2.11 and the average weighting 2.3%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$2,595,000
-6.5%
7,904
-1.2%
0.71%
-3.0%
Q2 2022$2,776,000
-16.4%
8,0010.0%0.73%
-9.2%
Q1 2022$3,322,000
-5.1%
8,001
-0.2%
0.80%
-3.4%
Q4 2021$3,501,000
+11.1%
8,019
+0.4%
0.83%
+4.3%
Q3 2021$3,151,000
-0.5%
7,990
-0.7%
0.80%
-3.5%
Q2 2021$3,166,000
+14.6%
8,045
+6.1%
0.82%
-1.2%
Q1 2021$2,763,000
+6.4%
7,584
+0.3%
0.84%
-3.7%
Q4 2020$2,598,000
+13.6%
7,559
+1.7%
0.87%
-3.6%
Q3 2020$2,287,000
+10.7%
7,435
+2.0%
0.90%
-1.6%
Q2 2020$2,066,000
+782.9%
7,290
+822.8%
0.91%
+814.0%
Q4 2019$234,0007900.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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