Orgel Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,203 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 2.4%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,184,776
-9.9%
3,017
-6.5%
0.04%
-7.0%
Q2 2023$1,314,293
+8.7%
3,227
+0.4%
0.04%0.0%
Q1 2023$1,209,066
+52.9%
3,215
+42.8%
0.04%
+43.3%
Q4 2022$790,866
-18.0%
2,251
-23.3%
0.03%
-37.5%
Q3 2022$964,000
-55.3%
2,935
-52.8%
0.05%
-60.7%
Q2 2022$2,159,000
-16.0%
6,224
+0.6%
0.12%
-30.7%
Q1 2022$2,569,000
+172.7%
6,189
+186.8%
0.18%
+93.4%
Q4 2021$942,000
+16.4%
2,158
+5.2%
0.09%
-1.1%
Q3 2021$809,000
-7.0%
2,052
-7.2%
0.09%
-15.6%
Q2 2021$870,000
+23.2%
2,211
+14.1%
0.11%
+9.0%
Q1 2021$706,000
+13.5%
1,938
+7.0%
0.10%
-21.9%
Q4 2020$622,000
+24.4%
1,811
+11.4%
0.13%
-7.9%
Q3 2020$500,000
-2.3%
1,625
-10.1%
0.14%
-28.0%
Q2 2020$512,000
+19.6%
1,8070.0%0.19%
+13.5%
Q1 2020$428,000
+0.9%
1,807
+26.2%
0.17%
+46.6%
Q4 2019$424,000
+6.3%
1,432
-2.1%
0.12%
-22.7%
Q3 2019$399,000
+1.3%
1,4630.0%0.15%
-2.6%
Q2 2019$394,000
+3.7%
1,4630.0%0.15%
+20.3%
Q1 2019$380,000
-23.8%
1,463
-32.6%
0.13%
-15.2%
Q4 2018$499,000
+1.8%
2,171
+18.2%
0.15%
-29.4%
Q3 2018$490,000
-0.6%
1,836
-7.0%
0.21%
+75.4%
Q2 2018$493,000
-20.5%
1,975
-22.9%
0.12%
-20.3%
Q1 2018$620,000
-47.4%
2,562
-46.7%
0.15%
-46.3%
Q4 2017$1,179,000
+289.1%
4,807
+265.6%
0.28%
+168.9%
Q3 2017$303,000
+3.8%
1,3150.0%0.11%
-0.9%
Q2 2017$292,000
-38.1%
1,315
-39.7%
0.11%
-48.3%
Q1 2017$472,000
+21.6%
2,181
+15.4%
0.21%
-17.2%
Q4 2016$388,000
-92.4%
1,890
-93.1%
0.25%
-94.3%
Q4 2015$5,101,00027,2904.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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