BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,679 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.96 and the average weighting 2.4%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$25,278,455
+11.6%
62,067
+3.0%
2.53%
+8.3%
Q1 2023$22,660,015
+11.7%
60,255
+4.3%
2.34%
+6.2%
Q4 2022$20,290,508
+10.4%
57,752
+3.2%
2.20%
+0.0%
Q3 2022$18,373,000
-2.0%
55,963
+3.5%
2.20%
+2.4%
Q2 2022$18,751,000
-9.4%
54,056
+8.5%
2.15%
-2.9%
Q1 2022$20,687,000
+5.5%
49,828
+10.9%
2.21%
+8.0%
Q4 2021$19,616,000
+20.2%
44,931
+8.6%
2.05%
+10.7%
Q3 2021$16,321,000
+5.2%
41,382
+5.0%
1.85%
+0.5%
Q2 2021$15,516,000
+8.9%
39,429
+0.8%
1.84%
+0.6%
Q1 2021$14,247,000
+12.8%
39,109
+6.4%
1.83%
+3.0%
Q4 2020$12,632,000
+21.4%
36,755
+8.7%
1.78%
+8.0%
Q3 2020$10,402,000
+858.7%
33,810
+783.2%
1.65%
+784.9%
Q2 2020$1,085,000
+330.6%
3,828
+259.8%
0.19%
+257.7%
Q1 2020$252,000
+26.0%
1,064
+57.2%
0.05%
+44.4%
Q4 2019$200,000
+8.7%
6770.0%0.04%0.0%
Q3 2019$184,000
+1.1%
677
+0.1%
0.04%0.0%
Q2 2019$182,000
+3.4%
6760.0%0.04%0.0%
Q1 2019$176,000
+13.5%
6760.0%0.04%0.0%
Q4 2018$155,000
-12.4%
676
+2.1%
0.04%
-5.3%
Q3 2018$177,000
+7.3%
6620.0%0.04%
+2.7%
Q2 2018$165,0006620.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders