Private Ocean, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 901 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.93 and the average weighting 2.5%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$712,703
+36.6%
1,815
+41.7%
0.09%
+36.4%
Q2 2023$521,660
+0.8%
1,281
-6.9%
0.07%
-4.3%
Q1 2023$517,412
+12.2%
1,376
+4.9%
0.07%
+21.1%
Q4 2022$460,959
+13.0%
1,312
+5.4%
0.06%
-10.9%
Q3 2022$408,000
-5.3%
1,2450.0%0.06%
-3.0%
Q2 2022$431,000
-16.6%
1,2450.0%0.07%
+3.1%
Q1 2022$517,000
-44.9%
1,245
-42.0%
0.06%
-41.8%
Q4 2021$938,000
-4.7%
2,148
-13.9%
0.11%
-8.3%
Q3 2021$984,000
+122.1%
2,494
+121.3%
0.12%
+106.9%
Q2 2021$443,000
+440.2%
1,127
+403.1%
0.06%
+286.7%
Q1 2021$82,000
+6.5%
2240.0%0.02%
-6.2%
Q4 2020$77,000
+11.6%
2240.0%0.02%0.0%
Q3 2020$69,000
+9.5%
2240.0%0.02%
+6.7%
Q2 2020$63,000
+5.0%
224
-11.8%
0.02%
-6.2%
Q1 2020$60,000
-10.4%
254
+13.4%
0.02%0.0%
Q4 2019$67,000
-24.7%
224
-30.9%
0.02%
-27.3%
Q3 2019$89,000
-51.1%
324
-52.3%
0.02%
-55.1%
Q2 2019$182,000
+766.7%
679
+728.0%
0.05%
+716.7%
Q1 2019$21,000
+10.5%
820.0%0.01%
+20.0%
Q4 2018$19,000
-13.6%
820.0%0.01%
-50.0%
Q3 2018$22,000
+10.0%
820.0%0.01%
+11.1%
Q2 2018$20,000
+5.3%
820.0%0.01%0.0%
Q1 2018$19,000
-5.0%
820.0%0.01%
-18.2%
Q4 2017$20,000820.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
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