WealthPLAN Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$697,569
+12.6%
1,597
+1.2%
0.07%0.0%
Q3 2023$619,681
+258.0%
1,578
+271.3%
0.07%
+200.0%
Q2 2023$173,094
-65.8%
425
-68.4%
0.02%
-58.6%
Q1 2023$506,190
-11.6%
1,346
-10.9%
0.06%
+45.0%
Q4 2022$572,607
-30.4%
1,510
-30.5%
0.04%
-29.8%
Q1 2022$823,0000.0%2,173
+9.2%
0.06%
+5.6%
Q4 2021$823,000
+171.6%
1,990
+183.1%
0.05%
+170.0%
Q3 2021$303,000
+14.8%
703
+8.7%
0.02%
+5.3%
Q2 2021$264,000
-98.0%
647
+978.3%
0.02%
-57.8%
Q1 2017$12,932,000
-80.3%
60
-81.9%
0.04%
+114.3%
Q3 2016$65,483,000
+25.5%
332
+22.5%
0.02%
+200.0%
Q2 2016$52,171,000
+75.8%
271
+70.4%
0.01%
+40.0%
Q4 2015$29,676,0001590.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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