KESTRA PRIVATE WEALTH SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,711,391
+26.0%
52,741
+30.7%
0.65%
+15.6%
Q2 2023$16,435,784
+13.2%
40,355
+4.5%
0.56%
-2.6%
Q1 2023$14,523,298
+18.8%
38,619
+11.0%
0.58%
-6.8%
Q4 2022$12,228,647
-3.8%
34,806
-10.1%
0.62%
-15.8%
Q3 2022$12,707,000
+13.6%
38,706
+20.0%
0.74%
+15.4%
Q2 2022$11,186,000
-9.5%
32,246
+8.3%
0.64%
+4.1%
Q1 2022$12,361,000
-12.0%
29,774
-7.4%
0.61%
-8.8%
Q4 2021$14,044,000
+12.5%
32,168
+1.6%
0.67%
-3.6%
Q3 2021$12,487,000
+2.5%
31,662
+2.3%
0.70%
-5.9%
Q2 2021$12,178,000
+26.7%
30,946
+17.3%
0.74%
+10.6%
Q1 2021$9,612,000
-12.0%
26,384
-17.4%
0.67%
-16.7%
Q4 2020$10,920,000
-99.9%
31,944
+4.6%
0.80%
-1.0%
Q3 2020$9,359,000,00030,5270.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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