Wealthquest Corp - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,307 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 2.5%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,253,498
-6.1%
3,192
-2.6%
0.15%
-3.8%
Q2 2023$1,335,063
+4.8%
3,278
-3.2%
0.16%
-3.0%
Q1 2023$1,273,749
+2.6%
3,387
-4.2%
0.16%
+3.1%
Q4 2022$1,241,986
+6.8%
3,535
-0.2%
0.16%
-1.8%
Q3 2022$1,163,000
-11.1%
3,543
-6.1%
0.16%
-17.3%
Q2 2022$1,308,000
-33.4%
3,772
-16.2%
0.20%
-34.6%
Q1 2022$1,965,0000.0%4,5020.0%0.30%0.0%
Q4 2021$1,965,000
-24.7%
4,502
-32.0%
0.30%
-31.6%
Q3 2021$2,609,000
-16.9%
6,616
-17.1%
0.44%
-18.1%
Q2 2021$3,138,000
-5.4%
7,976
-12.4%
0.54%
-13.4%
Q1 2021$3,318,000
-18.1%
9,110
-22.7%
0.62%
-28.5%
Q4 2020$4,052,000
-13.0%
11,790
-22.2%
0.87%
-24.9%
Q3 2020$4,660,000
+35.7%
15,148
+25.0%
1.15%
+32.2%
Q2 2020$3,434,000
+204.2%
12,119
+217.5%
0.87%
+170.3%
Q4 2019$1,129,0003,8170.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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