Sugarloaf Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

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 Q1 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