Joel Isaacson & Co., LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,075 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.46 and the average weighting 2.4%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,234,397
+5.1%
18,422
+9.0%
0.50%
+7.4%
Q2 2023$6,884,291
+11.9%
16,903
+3.3%
0.46%
+4.3%
Q1 2023$6,154,420
+10.8%
16,365
+3.5%
0.44%
+3.3%
Q4 2022$5,555,397
+33.4%
15,812
+24.7%
0.43%
+18.9%
Q3 2022$4,163,000
+37.5%
12,681
+45.3%
0.36%
+41.7%
Q2 2022$3,028,000
+10.8%
8,728
+28.6%
0.25%
+26.4%
Q1 2022$2,732,000
-7.6%
6,787
+0.2%
0.20%
-1.0%
Q4 2021$2,957,000
+5.8%
6,774
-4.4%
0.20%
-3.8%
Q3 2021$2,796,000
+1.3%
7,089
+1.1%
0.21%
-1.9%
Q2 2021$2,759,000
+2.5%
7,011
-5.1%
0.22%
-8.9%
Q1 2021$2,692,000
+6.0%
7,3890.0%0.24%
-5.2%
Q4 2020$2,540,000
+15.5%
7,389
+3.3%
0.25%
-12.9%
Q3 2020$2,200,000
+9.0%
7,151
+0.4%
0.29%
-0.3%
Q2 2020$2,018,000
+30.4%
7,119
+9.0%
0.29%
+6.7%
Q1 2020$1,547,000
+45.7%
6,530
+81.9%
0.27%
+93.5%
Q4 2019$1,062,000
+9.5%
3,589
+0.9%
0.14%
+0.7%
Q3 2019$970,000
-10.9%
3,558
-12.1%
0.14%
-13.2%
Q2 2019$1,089,000
-12.2%
4,046
-15.4%
0.16%
-12.2%
Q1 2019$1,241,000
+9.3%
4,780
+0.2%
0.18%
+0.6%
Q4 2018$1,135,000
+4.9%
4,772
+17.8%
0.18%
+5.9%
Q3 2018$1,082,000
+6.1%
4,051
-0.9%
0.17%
-0.6%
Q2 2018$1,020,000
+13.1%
4,088
+9.7%
0.17%
+8.9%
Q1 2018$902,000
-1.0%
3,727
+0.3%
0.16%
-0.6%
Q4 2017$911,000
-5.0%
3,715
-10.6%
0.16%
-9.7%
Q3 2017$959,000
+6.9%
4,156
+2.9%
0.18%
+2.9%
Q2 2017$897,000
+9.3%
4,038
+6.4%
0.17%
+5.6%
Q1 2017$821,000
+18.1%
3,794
+12.0%
0.16%
+15.0%
Q4 2016$695,000
+21.9%
3,386
+17.9%
0.14%
+19.7%
Q3 2016$570,000
+53.2%
2,871
+48.2%
0.12%
+48.1%
Q2 2016$372,000
+24.4%
1,937
+22.3%
0.08%
+19.7%
Q1 2016$299,000
-47.5%
1,584
-48.0%
0.07%
-52.9%
Q4 2015$570,000
+74.8%
3,049
+64.5%
0.14%
+60.9%
Q3 2015$326,000
+38.1%
1,853
+48.2%
0.09%
+45.0%
Q2 2015$236,000
+8.3%
1,250
+8.2%
0.06%
+9.1%
Q1 2015$218,0001,1550.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders