Jackson, Grant Investment Advisers, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,820,079
-3.3%
7,181
+0.3%
1.36%
+0.4%
Q2 2023$2,917,489
+8.3%
7,1630.0%1.35%
+7.0%
Q1 2023$2,693,920
+8.7%
7,163
+1.6%
1.27%
+5.8%
Q4 2022$2,477,385
+8.6%
7,051
+1.4%
1.20%
+0.3%
Q3 2022$2,282,000
-3.8%
6,951
+1.7%
1.19%
+1.6%
Q2 2022$2,371,000
-16.4%
6,8340.0%1.18%
-1.5%
Q1 2022$2,837,000
+9.8%
6,834
+4.4%
1.19%
+3.7%
Q3 2021$2,583,000
-2.0%
6,549
-2.2%
1.15%
-0.7%
Q2 2021$2,635,000
+5.2%
6,696
-2.6%
1.16%
+0.5%
Q1 2021$2,505,000
+6.3%
6,875
+0.3%
1.15%
-4.2%
Q4 2020$2,356,000
+14.3%
6,856
+2.3%
1.20%
-3.1%
Q3 2020$2,062,000
+9.0%
6,701
+0.5%
1.24%
+3.1%
Q2 2020$1,891,000
+19.7%
6,6700.0%1.20%
+3.2%
Q1 2020$1,580,000
-16.8%
6,670
+3.9%
1.17%
+13.4%
Q4 2019$1,898,000
+4.9%
6,417
-3.4%
1.03%0.0%
Q3 2019$1,810,000
+2.4%
6,640
+1.1%
1.03%
-0.2%
Q2 2019$1,768,000
+3.7%
6,5680.0%1.03%
+0.7%
Q1 2019$1,705,000
+3.4%
6,568
-8.5%
1.02%
-11.7%
Q4 2018$1,649,000
-13.2%
7,175
+0.9%
1.16%
-2.6%
Q3 2018$1,899,000
+21.9%
7,111
+13.8%
1.19%
+11.0%
Q2 2018$1,558,000
-9.8%
6,246
-12.5%
1.07%
-11.3%
Q1 2018$1,728,000
+3.3%
7,136
+4.7%
1.21%
+6.9%
Q4 2017$1,672,000
+53.0%
6,816
+43.9%
1.13%
+43.2%
Q3 2017$1,093,000
+7.9%
4,738
+3.9%
0.79%
+0.5%
Q2 2017$1,013,000
+6.1%
4,562
+3.4%
0.79%
+2.6%
Q1 2017$955,000
+11.4%
4,414
+5.8%
0.77%
+5.1%
Q4 2016$857,000
+11.0%
4,173
+7.4%
0.73%
+14.3%
Q3 2016$772,000
+5.0%
3,885
+1.6%
0.64%
-1.5%
Q2 2016$735,000
+2.5%
3,824
+0.5%
0.65%
-1.1%
Q1 2016$717,000
-19.2%
3,805
-19.8%
0.66%
-22.4%
Q4 2015$887,0004,7440.84%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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