Wakefield Asset Management LLLP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,679 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.96 and the average weighting 2.4%.

Quarter-by-quarter ownership
Wakefield Asset Management LLLP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,877,729
-8.3%
12,420
-4.9%
2.20%
+4.1%
Q2 2023$5,318,216
+13.1%
13,057
+4.4%
2.12%
+8.3%
Q1 2023$4,703,884
+11.7%
12,508
+4.4%
1.95%
+9.8%
Q4 2022$4,211,161
+7.5%
11,986
+0.5%
1.78%
-1.1%
Q3 2022$3,918,000
-8.2%
11,932
-3.0%
1.80%
-1.5%
Q2 2022$4,266,000
-22.3%
12,298
-7.0%
1.83%
-7.3%
Q1 2022$5,491,000
-16.0%
13,226
-11.7%
1.97%
-12.6%
Q4 2021$6,539,000
+15.8%
14,977
+4.6%
2.26%
+6.1%
Q3 2021$5,645,000
+4.4%
14,312
+4.1%
2.13%
+3.8%
Q2 2021$5,409,000
+7.1%
13,746
-0.9%
2.05%
+1.2%
Q1 2021$5,052,000
+7.1%
13,867
+1.0%
2.02%
+2.4%
Q4 2020$4,719,000
+15.4%
13,731
+3.3%
1.98%
+2.8%
Q3 2020$4,091,000
+0.6%
13,296
-7.4%
1.92%
-0.7%
Q2 2020$4,068,00014,3511.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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