Waldron Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,090
-7.1%
43,355
-3.7%
0.89%
-3.4%
Q2 2023$18,401
+4.3%
45,007
-4.1%
0.92%
+6.9%
Q1 2023$17,644
+56.2%
46,917
+36.9%
0.86%
+22.4%
Q4 2022$11,297
-99.9%
34,2590.0%0.70%0.0%
Q3 2022$11,297,000
-5.1%
34,259
+0.2%
0.70%
+5.1%
Q2 2022$11,910,000
-15.8%
34,194
+0.4%
0.67%
-7.9%
Q1 2022$14,143,000
-5.0%
34,066
-0.1%
0.72%
-1.2%
Q4 2021$14,883,000
+6.4%
34,091
-3.6%
0.73%
-9.8%
Q3 2021$13,986,000
+273.2%
35,346
+272.3%
0.81%
+239.2%
Q2 2021$3,748,000
+7.8%
9,494
-0.5%
0.24%
-0.8%
Q1 2021$3,477,000
+59.8%
9,546
+50.7%
0.24%
+49.4%
Q4 2020$2,176,000
+17.4%
6,333
+5.6%
0.16%
+2.5%
Q3 2020$1,853,000
+11.4%
5,999
+2.7%
0.16%
+7.5%
Q2 2020$1,664,000
+20.5%
5,844
+0.2%
0.15%0.0%
Q1 2020$1,381,000
-19.1%
5,835
+1.1%
0.15%
-3.3%
Q4 2019$1,707,000
+8.0%
5,7730.0%0.15%
-5.6%
Q3 2019$1,581,000
+198.9%
5,773
+194.8%
0.16%
+187.5%
Q2 2019$529,000
+3.7%
1,958
-0.4%
0.06%
-1.8%
Q1 2019$510,000
-3.8%
1,965
-14.9%
0.06%
-25.0%
Q4 2018$530,0002,3080.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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