Cornerstone Advisory, 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
Cornerstone Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$218,181
-41.4%
555
-39.3%
0.04%
-41.5%
Q2 2023$372,435
+3.9%
914
-4.1%
0.06%0.0%
Q1 2023$358,562
-6.3%
953
-12.5%
0.06%
-13.3%
Q4 2022$382,751
-42.7%
1,089
-46.4%
0.08%
-49.7%
Q3 2022$668,000
-4.8%
2,033
+0.5%
0.15%
-7.5%
Q2 2022$702,000
-45.8%
2,023
-35.1%
0.16%
-18.3%
Q1 2022$1,295,000
+16.9%
3,119
+22.9%
0.20%
+23.9%
Q4 2021$1,108,000
+11.4%
2,538
+0.6%
0.16%
-3.6%
Q3 2021$995,000
+8.3%
2,523
+8.0%
0.16%
+6.5%
Q2 2021$919,000
-8.0%
2,336
-14.8%
0.16%
-18.0%
Q1 2021$999,000
-9.2%
2,741
-14.4%
0.19%
-15.2%
Q4 2020$1,100,000
+9.1%
3,201
-2.3%
0.22%
-5.1%
Q3 2020$1,008,000
+1.4%
3,275
-6.6%
0.24%
-9.3%
Q2 2020$994,000
-68.5%
3,506
-73.7%
0.26%
-73.0%
Q1 2020$3,152,000
-32.6%
13,306
-15.8%
0.96%
-1.0%
Q4 2019$4,675,000
+28.9%
15,806
+18.8%
0.97%
+23.6%
Q3 2019$3,628,000
-19.8%
13,306
-20.8%
0.78%
-20.1%
Q2 2019$4,523,000
+51.1%
16,806
+45.7%
0.98%
+48.7%
Q1 2019$2,994,000
+300.8%
11,534
+254.9%
0.66%
+236.2%
Q4 2018$747,000
+56.9%
3,250
+82.6%
0.20%
+39.0%
Q3 2018$476,000
+1.9%
1,780
-5.0%
0.14%
-8.4%
Q2 2018$467,000
+3.1%
1,873
+0.1%
0.15%
-5.5%
Q1 2018$453,000
-1.1%
1,871
+0.1%
0.16%
+3.8%
Q4 2017$458,000
-7.3%
1,870
-12.7%
0.16%
-6.0%
Q3 2017$494,000
-6.1%
2,142
-9.5%
0.17%
-5.1%
Q2 2017$526,000
+101.5%
2,367
+96.3%
0.18%
+33.3%
Q1 2017$261,0001,2060.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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