SMI Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

Quarter-by-quarter ownership
SMI Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$891,800
-5.1%
2,203
-17.6%
0.33%
+3.5%
Q1 2023$939,732
+5.9%
2,675
-1.0%
0.32%
+9.4%
Q4 2022$887,367
+0.0%
2,7030.0%0.29%0.0%
Q3 2022$887,000
-8.6%
2,703
-3.4%
0.29%
-16.8%
Q2 2022$970,000
+1.0%
2,798
+21.0%
0.35%
+3.0%
Q1 2022$960,000
-7.9%
2,312
-3.1%
0.34%
-15.2%
Q4 2021$1,042,000
+9.2%
2,386
-1.3%
0.40%
-7.3%
Q3 2021$954,000
-7.4%
2,418
-7.6%
0.43%
-3.2%
Q2 2021$1,030,000
+5.2%
2,618
-2.6%
0.44%
-0.7%
Q1 2021$979,0002,6880.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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