Sugarloaf Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$514,055
+6.3%
1,309
+10.3%
0.13%
+15.0%
Q2 2023$483,424
+29.5%
1,187
+19.7%
0.11%
+22.8%
Q1 2023$373,422
+61.8%
992
+51.0%
0.09%
+58.6%
Q4 2022$230,856
+61.4%
657
+51.0%
0.06%
+56.8%
Q3 2022$143,000
-4.7%
435
+0.5%
0.04%
-2.6%
Q2 2022$150,000
-16.7%
4330.0%0.04%
-11.6%
Q1 2022$180,000
-4.3%
433
+0.2%
0.04%
-4.4%
Q4 2021$188,000
+11.2%
432
+0.7%
0.04%
+2.3%
Q3 2021$169,000
-24.6%
429
-24.6%
0.04%
-27.9%
Q2 2021$224,000
-45.9%
569
-13.5%
0.06%
-50.8%
Q1 2021$414,000
+5075.0%
658
+2760.9%
0.12%
+4033.3%
Q4 2020$8,000230.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
GLOBE LIFE INC. 735,176$258,296,672100.00%
E-L Financial Corp Ltd 1,653,662$786,085100.00%
Standard Family Office LLC 125,136$43,965,28285.70%
AXIS CAPITAL HOLDINGS LTD 284,972$100,122,06270.52%
Liquid Strategies, LLC 743,396$261,184,00066.24%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 95,837$33,671,37252.88%
Fairfield University 178,493$62,711,88352.10%
JBF Capital, Inc. 509,121$178,874,57244.12%
Acorns Advisers, LLC 7,411,421$2,603,92841.60%
Francis Financial, Inc. 123,066$43,237,99340.22%
View complete list of VANGUARD INDEX FDS shareholders