River Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,329 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 2.11 and the average weighting 2.3%.

Quarter-by-quarter ownership
River Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,436,357
-5.9%
3,658
-2.5%
0.26%
-0.8%
Q2 2023$1,527,121
+0.6%
3,750
-7.1%
0.26%
-6.2%
Q1 2023$1,517,653
+9.0%
4,036
+1.8%
0.28%
+3.0%
Q4 2022$1,392,337
+0.7%
3,963
-5.8%
0.27%
-10.1%
Q3 2022$1,382,000
-48.8%
4,209
-45.9%
0.30%
-40.0%
Q2 2022$2,699,000
-21.2%
7,782
-5.7%
0.50%
-9.1%
Q1 2022$3,426,000
-1.4%
8,251
+3.7%
0.55%
+1.5%
Q4 2021$3,474,000
+50.5%
7,957
+35.9%
0.54%
+36.5%
Q3 2021$2,308,000
+11.5%
5,853
+11.3%
0.40%
+9.1%
Q2 2021$2,070,000
+4.1%
5,260
-3.6%
0.36%
-2.9%
Q1 2021$1,988,000
+38.1%
5,458
+30.3%
0.37%
+19.9%
Q4 2020$1,440,000
+52.5%
4,189
+36.5%
0.31%
+26.4%
Q3 2020$944,000
+6.7%
3,068
-1.8%
0.25%
-8.6%
Q2 2020$885,000
+39.8%
3,124
+16.8%
0.27%
+6.3%
Q1 2020$633,000
-22.6%
2,675
-3.3%
0.25%
-8.7%
Q4 2019$818,000
+37.0%
2,766
+26.4%
0.28%
+22.6%
Q3 2019$597,000
+18.5%
2,189
+17.0%
0.23%
+14.7%
Q2 2019$504,000
+3.9%
1,871
+0.1%
0.20%
-3.0%
Q1 2019$485,000
+14.4%
1,869
+1.2%
0.20%
+7.4%
Q4 2018$424,000
-14.0%
1,8460.0%0.19%
+3.8%
Q3 2018$493,000
+4.0%
1,846
-2.7%
0.18%
-1.1%
Q2 2018$474,000
+4.2%
1,898
+1.1%
0.18%
-4.2%
Q1 2018$455,0001,8780.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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