ROPES WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,805,363
-3.8%
22,423
-0.3%
1.71%
+12.5%
Q2 2023$9,157,324
+9.8%
22,484
+1.3%
1.52%
+0.7%
Q1 2023$8,343,298
+10.5%
22,185
+3.3%
1.51%
+11.3%
Q4 2022$7,547,427
-35.3%
21,482
-39.5%
1.36%
-44.7%
Q3 2022$11,664,000
+101.7%
35,529
+113.1%
2.45%
+106.1%
Q2 2022$5,783,000
-11.5%
16,671
+6.0%
1.19%
+6.1%
Q1 2022$6,532,000
-0.4%
15,733
+4.8%
1.12%
-2.8%
Q4 2021$6,555,000
+14.1%
15,015
+3.1%
1.15%
+25.2%
Q3 2021$5,746,000
+19.0%
14,570
+18.7%
0.92%
+20.5%
Q2 2021$4,829,000
+3.2%
12,272
-0.2%
0.76%
-6.9%
Q1 2021$4,681,000
+17.4%
12,292
+6.0%
0.82%
+32.8%
Q4 2020$3,986,000
+18.9%
11,598
+6.5%
0.62%
-4.8%
Q3 2020$3,351,000
+10.0%
10,894
+1.4%
0.65%
+4.3%
Q2 2020$3,046,000
+19.4%
10,747
-0.3%
0.62%
-3.7%
Q1 2020$2,552,000
+83.3%
10,778
+129.0%
0.65%
+115.3%
Q4 2019$1,392,000
+21.7%
4,707
+12.1%
0.30%
+23.5%
Q3 2019$1,144,000
+1.2%
4,1980.0%0.24%
+2.1%
Q2 2019$1,130,000
-55.1%
4,198
-56.7%
0.24%
-64.2%
Q1 2019$2,515,000
+11.5%
9,689
-1.3%
0.66%
+2.5%
Q4 2018$2,255,000
-26.5%
9,812
-14.6%
0.65%
-14.4%
Q3 2018$3,068,000
-5.6%
11,487
-11.8%
0.76%
-13.8%
Q2 2018$3,250,000
+3.1%
13,0250.0%0.88%
+1.9%
Q1 2018$3,153,000
-1.5%
13,025
-0.2%
0.86%
+3.0%
Q4 2017$3,200,000
+3.4%
13,045
-2.8%
0.84%
-0.2%
Q3 2017$3,096,000
+653.3%
13,415
+625.1%
0.84%
+624.1%
Q2 2017$411,000
+204.4%
1,850
+197.0%
0.12%
+197.4%
Q1 2017$135,000
-2.9%
623
-7.8%
0.04%
-11.4%
Q4 2016$139,000
+3.7%
6760.0%0.04%
-2.2%
Q3 2016$134,000
-69.8%
676
-70.8%
0.04%
-71.0%
Q2 2016$444,000
+1.8%
2,3120.0%0.16%
-19.7%
Q1 2016$436,000
+0.9%
2,3120.0%0.19%
+1.6%
Q4 2015$432,000
+6.4%
2,3120.0%0.19%
-10.8%
Q3 2015$406,000
-9.4%
2,312
-2.7%
0.21%
-12.3%
Q2 2015$448,000
-0.2%
2,3750.0%0.24%
+4.3%
Q1 2015$449,0002,3750.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders