Summit Financial Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,008,534
+0.5%
10,208
+4.2%
0.76%
+2.7%
Q2 2023$3,988,894
+8.1%
9,794
-0.1%
0.74%
+2.3%
Q1 2023$3,688,489
+22.1%
9,808
+14.1%
0.73%
+11.8%
Q4 2022$3,020,113
+24.7%
8,596
+16.5%
0.65%
+13.0%
Q3 2022$2,422,000
-8.4%
7,376
-3.3%
0.58%
-7.1%
Q2 2022$2,645,000
-26.5%
7,625
-12.0%
0.62%
-14.5%
Q1 2022$3,598,000
+26.4%
8,667
+32.9%
0.72%
+31.6%
Q4 2021$2,847,000
+12.4%
6,521
+1.5%
0.55%
+13.6%
Q3 2021$2,534,000
+3.6%
6,425
+3.4%
0.48%0.0%
Q2 2021$2,445,000
+23.4%
6,213
+7.8%
0.48%
-28.9%
Q4 2020$1,982,000
+15.1%
5,766
+3.0%
0.68%
-3.0%
Q3 2020$1,722,000
+4.1%
5,596
-4.1%
0.70%
-4.5%
Q2 2020$1,654,000
+116.2%
5,835
+80.5%
0.74%
+77.1%
Q1 2020$765,000
+30.5%
3,232
+63.1%
0.42%
+44.6%
Q4 2019$586,000
+67.0%
1,982
+54.1%
0.29%
+69.8%
Q3 2019$351,0001,2860.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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