Dynamic Advisor Solutions LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,506,168
+26.9%
26,754
+31.6%
0.50%
+15.3%
Q2 2023$8,281,516
+92.8%
20,334
+78.0%
0.43%
+71.3%
Q1 2023$4,296,379
+179.9%
11,424
+161.5%
0.25%
+139.0%
Q4 2022$1,535,098
-9.1%
4,369
-15.1%
0.10%
-18.6%
Q3 2022$1,689,000
-39.0%
5,145
-35.5%
0.13%
-39.4%
Q2 2022$2,767,000
-23.6%
7,976
-8.6%
0.21%
-15.5%
Q1 2022$3,623,000
-4.9%
8,726
-0.0%
0.25%
-7.4%
Q4 2021$3,810,000
+81.3%
8,728
+63.9%
0.27%
+72.2%
Q3 2021$2,101,000
+11.6%
5,326
+11.4%
0.16%
+6.0%
Q2 2021$1,882,000
+37.0%
4,782
+26.7%
0.15%
+16.4%
Q1 2021$1,374,000
-61.9%
3,773
-64.1%
0.13%
-62.1%
Q4 2020$3,608,000
+7.3%
10,496
-4.0%
0.34%
-11.5%
Q3 2020$3,363,000
+7.0%
10,930
-1.4%
0.38%
-10.1%
Q2 2020$3,143,000
+24.9%
11,090
+4.3%
0.42%
-7.4%
Q1 2020$2,517,000
-27.8%
10,630
-9.8%
0.46%
-3.6%
Q4 2019$3,488,000
+4.3%
11,791
-3.9%
0.48%
-8.3%
Q3 2019$3,343,000
-1.4%
12,264
-2.6%
0.52%
-4.8%
Q2 2019$3,390,000
-7.9%
12,593
-11.2%
0.54%
-21.5%
Q1 2019$3,679,000
+7.4%
14,174
+1.1%
0.69%
-4.7%
Q4 2018$3,427,000
-28.9%
14,026
-22.3%
0.73%
-27.2%
Q3 2018$4,823,000
+28.5%
18,060
+20.1%
1.00%
+17.5%
Q2 2018$3,753,000
-7.5%
15,042
-10.3%
0.85%
-18.3%
Q1 2018$4,058,000
-3.0%
16,766
-1.7%
1.04%
-24.1%
Q4 2017$4,183,000
+4.2%
17,050
-2.0%
1.37%
-13.7%
Q3 2017$4,015,000
+8.3%
17,399
+4.2%
1.59%
+10.7%
Q2 2017$3,709,000
-0.3%
16,703
-2.9%
1.44%
-1.0%
Q1 2017$3,721,000
+14.4%
17,199
+8.6%
1.45%
+11.8%
Q4 2016$3,252,000
+38.3%
15,841
+33.8%
1.30%
+45.6%
Q3 2016$2,352,000
+5.3%
11,837
+1.9%
0.89%
-1.5%
Q2 2016$2,233,000
+29.1%
11,616
+26.6%
0.90%
+23.3%
Q1 2016$1,729,000
-0.2%
9,172
-1.0%
0.73%
+2.5%
Q4 2015$1,732,000
+11.7%
9,266
+5.0%
0.72%
-8.4%
Q3 2015$1,550,000
-7.0%
8,821
+0.1%
0.78%
-6.5%
Q1 2015$1,667,000
+4.1%
8,810
+3.6%
0.84%
-2.7%
Q4 2014$1,602,000
+8.9%
8,504
+4.4%
0.86%
+7.4%
Q3 2014$1,471,000
+5.6%
8,146
+4.9%
0.80%
-4.4%
Q2 2014$1,393,000
+13.2%
7,765
+8.1%
0.84%
-0.4%
Q1 2014$1,231,000
+11.1%
7,185
+9.7%
0.84%
+2.4%
Q4 2013$1,108,0006,5500.82%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders