MISSION WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 525 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.57 and the average weighting 2.4%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,522,653
+13.2%
14,063
+17.4%
0.21%
+12.0%
Q2 2023$4,878,515
+21.6%
11,978
+12.3%
0.18%
+9.5%
Q1 2023$4,011,057
-19.5%
10,666
-24.8%
0.17%
-29.4%
Q4 2022$4,983,458
+39.8%
14,184
+30.6%
0.24%
+25.9%
Q3 2022$3,564,000
-6.9%
10,857
-1.6%
0.19%
-6.0%
Q2 2022$3,827,000
-14.4%
11,034
+2.5%
0.20%
-2.9%
Q1 2022$4,469,000
-5.2%
10,764
-0.4%
0.21%
-2.4%
Q4 2021$4,716,000
+0.2%
10,803
-9.5%
0.21%
-11.7%
Q3 2021$4,706,000
-5.9%
11,932
-6.1%
0.24%
-9.4%
Q2 2021$5,000,000
+9.3%
12,705
+1.2%
0.26%0.0%
Q1 2021$4,573,000
+9.9%
12,552
+3.6%
0.26%
+1.9%
Q4 2020$4,162,000
+7.5%
12,111
-3.8%
0.26%
-10.3%
Q3 2020$3,871,000
+17.2%
12,584
+8.0%
0.29%
+1.8%
Q2 2020$3,303,000
+15.7%
11,653
-3.3%
0.28%
-9.5%
Q1 2020$2,854,000
-14.8%
12,052
+6.5%
0.32%
-2.2%
Q4 2019$3,348,000
+17.7%
11,318
+8.5%
0.32%
+5.9%
Q3 2019$2,845,000
+11.4%
10,436
+9.9%
0.30%
+6.3%
Q2 2019$2,555,000
+3.7%
9,4940.0%0.29%0.0%
Q1 2019$2,464,000
+13.0%
9,494
+0.1%
0.29%
+0.7%
Q4 2018$2,181,000
-15.5%
9,489
-1.8%
0.28%
-16.5%
Q3 2018$2,581,000
+38.5%
9,663
+29.4%
0.34%
+23.6%
Q2 2018$1,864,000
+5.7%
7,470
+2.5%
0.28%
-3.5%
Q1 2018$1,764,000
-13.2%
7,287
-12.1%
0.28%
-18.1%
Q4 2017$2,033,000
+31.9%
8,287
+24.1%
0.35%
+23.0%
Q3 2017$1,541,000
+5.8%
6,680
+1.8%
0.28%
+2.2%
Q2 2017$1,457,000
+2.7%
6,5600.0%0.28%
+0.4%
Q1 2017$1,419,000
+5.3%
6,5600.0%0.28%
+3.0%
Q4 2016$1,347,000
+105.0%
6,560
+98.3%
0.27%
+68.6%
Q3 2016$657,000
+40.4%
3,308
+35.7%
0.16%
+28.2%
Q2 2016$468,000
-7.7%
2,437
-9.3%
0.12%
-9.5%
Q1 2016$507,000
+45.7%
2,688
+44.4%
0.14%
+39.8%
Q4 2015$348,000
+6.4%
1,8620.0%0.10%
-1.0%
Q3 2015$327,000
-7.1%
1,8620.0%0.10%
-17.5%
Q2 2015$352,0001,8620.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2016
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