Burt Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,075 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.46 and the average weighting 2.4%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,651,976
-3.6%
4,2070.0%0.51%
-1.7%
Q2 2023$1,713,285
+10.5%
4,207
+2.1%
0.52%
+7.1%
Q1 2023$1,550,030
+6.8%
4,122
-0.2%
0.48%
-0.8%
Q4 2022$1,450,891
+320.5%
4,130
+293.7%
0.49%
+252.2%
Q3 2022$345,000
-5.2%
1,0490.0%0.14%
+9.5%
Q2 2022$364,000
-15.2%
1,049
+1.5%
0.13%
-2.3%
Q1 2022$429,000
+1.7%
1,034
+6.9%
0.13%
-6.5%
Q4 2021$422,000
+2.7%
967
-7.2%
0.14%
+5.3%
Q3 2021$411,000
+22.3%
1,042
+22.0%
0.13%
+8.3%
Q2 2021$336,000
+9.1%
854
+0.9%
0.12%
+6.1%
Q1 2021$308,000
+5.8%
8460.0%0.11%
+14.0%
Q4 2020$291,000
+11.9%
8460.0%0.10%
+3.1%
Q3 2020$260,000
+8.3%
8460.0%0.10%0.0%
Q2 2020$240,000
+20.0%
8460.0%0.10%
+7.8%
Q1 2020$200,000
+18.3%
846
+48.4%
0.09%
+36.4%
Q4 2019$169,000
+9.0%
5700.0%0.07%
+3.1%
Q3 2019$155,000
+1.3%
5700.0%0.06%
-4.5%
Q2 2019$153,000
+3.4%
5700.0%0.07%0.0%
Q1 2019$148,000
+13.0%
5700.0%0.07%
+8.1%
Q4 2018$131,000
-13.8%
5700.0%0.06%
-10.1%
Q3 2018$152,000
+7.0%
5700.0%0.07%
+1.5%
Q2 2018$142,000
+2.9%
5700.0%0.07%
-2.9%
Q1 2018$138,000
+14.0%
570
+15.4%
0.07%
-6.7%
Q4 2017$121,000
+6.1%
4940.0%0.08%0.0%
Q3 2017$114,000
+4.6%
4940.0%0.08%0.0%
Q2 2017$109,000
+1.9%
4940.0%0.08%
-2.6%
Q1 2017$107,000
+5.9%
4940.0%0.08%
-14.4%
Q4 2016$101,000
+3.1%
4940.0%0.09%
-14.3%
Q3 2016$98,000
+4.3%
4940.0%0.10%
+1.0%
Q2 2016$94,000
-66.7%
494
-66.9%
0.10%
-59.5%
Q1 2016$282,000
+51.6%
1,494
+49.4%
0.26%
+72.5%
Q4 2015$186,000
+6.3%
1,0000.0%0.15%
-31.7%
Q3 2015$175,000
-7.4%
1,0000.0%0.22%
+5.8%
Q2 2015$189,0000.0%1,0000.0%0.21%
+7.3%
Q1 2015$189,000
+0.5%
1,0000.0%0.19%
-4.0%
Q4 2014$188,0001,0000.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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