Wealth Architects, 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
Wealth Architects, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$786,228
+28.5%
2,002
+33.3%
0.13%
+32.7%
Q2 2023$611,774
+8.3%
1,5020.0%0.10%
+1.0%
Q1 2023$564,893
+7.0%
1,5020.0%0.10%0.0%
Q4 2022$527,742
+3.3%
1,502
-3.5%
0.10%
-6.5%
Q3 2022$511,000
-5.4%
1,5570.0%0.11%
+0.9%
Q2 2022$540,000
-34.0%
1,557
-21.0%
0.11%
-23.7%
Q1 2022$818,000
+52.9%
1,970
+60.7%
0.14%
+47.9%
Q4 2021$535,000
+10.8%
1,226
+0.1%
0.09%0.0%
Q3 2021$483,000
+0.4%
1,225
+0.1%
0.09%0.0%
Q2 2021$481,000
+9.1%
1,224
+1.1%
0.09%
-1.1%
Q1 2021$441,000
+105.1%
1,211
+5.4%
0.10%
-10.4%
Q4 2015$215,0001,1490.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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