Peak Financial Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,835,676
-6.2%
37,779
-2.8%
5.40%
-4.2%
Q2 2023$15,822,758
+6.6%
38,850
-1.5%
5.63%
+2.1%
Q1 2023$14,837,401
+6.5%
39,454
-0.5%
5.52%
+0.7%
Q4 2022$13,935,821
+4.2%
39,665
-2.7%
5.48%
-1.7%
Q3 2022$13,379,000
-11.3%
40,752
-6.3%
5.58%
-3.8%
Q2 2022$15,084,000
-18.8%
43,484
-2.8%
5.80%
-6.7%
Q1 2022$18,565,000
-7.6%
44,717
-2.9%
6.22%
-4.4%
Q4 2021$20,101,000
+7.3%
46,044
-3.1%
6.51%
+2.5%
Q3 2021$18,736,000
+0.2%
47,504
-0.1%
6.35%
-0.1%
Q2 2021$18,705,000
+7.2%
47,532
-0.7%
6.35%
+0.5%
Q1 2021$17,444,000
+3.9%
47,882
-2.0%
6.32%0.0%
Q4 2020$16,790,000
+15.2%
48,852
+3.1%
6.32%
+0.5%
Q3 2020$14,572,000
+8.4%
47,367
-0.1%
6.29%
-0.3%
Q2 2020$13,442,000
+12.9%
47,426
-5.7%
6.31%
+3.7%
Q1 2020$11,910,000
-60.6%
50,293
-50.8%
6.08%
-5.6%
Q4 2019$30,212,000
+6.2%
102,138
-2.1%
6.44%
+2.0%
Q3 2019$28,438,000
+102.6%
104,320
+100.0%
6.32%
+0.2%
Q2 2019$14,037,000
-48.9%
52,152
-50.7%
6.30%
-0.1%
Q1 2019$27,450,000
+121.2%
105,764
+95.8%
6.31%
+3.3%
Q4 2018$12,411,000
-57.5%
54,006
-50.6%
6.11%
-6.9%
Q3 2018$29,188,000
+110.5%
109,294
+96.6%
6.56%
+2.5%
Q2 2018$13,868,000
+2.0%
55,583
-1.1%
6.40%
-1.0%
Q1 2018$13,599,000
-64.2%
56,174
-63.7%
6.47%
-10.1%
Q4 2017$37,962,000
+2.3%
154,762
-3.8%
7.19%
+0.5%
Q3 2017$37,116,000
-0.5%
160,842
-4.3%
7.16%
-2.0%
Q2 2017$37,314,000
+100.2%
168,036
+95.0%
7.30%
-3.0%
Q1 2017$18,642,000
-46.7%
86,164
-49.4%
7.53%
-1.1%
Q4 2016$34,994,000
-2.8%
170,442
-5.9%
7.62%
-2.2%
Q3 2016$35,988,000
+96.7%
181,126
+90.3%
7.79%
-4.6%
Q2 2016$18,294,000
-7.1%
95,181
-9.7%
8.16%
-9.4%
Q4 2015$19,702,000105,3979.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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