RETIREMENT CAPITAL STRATEGIES - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
RETIREMENT CAPITAL STRATEGIES ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$31,865,294
+148.5%
81,144
+157.7%
14.92%
+152.9%
Q2 2023$12,824,556
+4.7%
31,488
-3.3%
5.90%
-0.9%
Q1 2023$12,246,684
-64.2%
32,565
-66.5%
5.95%
-64.5%
Q4 2022$34,169,189
+205.3%
97,254
+185.3%
16.77%
+227.6%
Q3 2022$11,191,000
-15.9%
34,086
-11.1%
5.12%
-14.2%
Q2 2022$13,305,000
-69.0%
38,357
-64.0%
5.97%
-65.3%
Q1 2022$42,911,000
+33.7%
106,500
+44.8%
17.20%
+45.9%
Q4 2021$32,103,000
+11.4%
73,535
+0.7%
11.79%
+6.6%
Q3 2021$28,811,000
+3.2%
73,049
+3.0%
11.06%
+3.9%
Q2 2021$27,920,000
+115.8%
70,950
+99.8%
10.64%
+108.8%
Q1 2021$12,936,000
-13.7%
35,510
-18.6%
5.10%
-16.2%
Q4 2020$14,996,000
-21.8%
43,633
-31.8%
6.08%
-31.4%
Q3 2020$19,184,000
-27.7%
63,984
-31.7%
8.86%
-29.7%
Q2 2020$26,549,000
+22.0%
93,670
+1.9%
12.60%
+6.0%
Q1 2020$21,767,000
-44.0%
91,915
-30.0%
11.89%
-35.6%
Q4 2019$38,865,000
+2.0%
131,388
-6.0%
18.48%
-3.5%
Q3 2019$38,109,000
-0.6%
139,799
-1.8%
19.16%
+0.2%
Q2 2019$38,332,000
+0.9%
142,417
-2.7%
19.12%
-0.5%
Q1 2019$37,978,000
+2.3%
146,327
-9.4%
19.21%
-7.8%
Q4 2018$37,128,000
-33.1%
161,559
-22.3%
20.83%
-24.0%
Q3 2018$55,516,000
+0.1%
207,885
-6.5%
27.40%
-6.4%
Q2 2018$55,461,000
-0.7%
222,278
-3.6%
29.26%
-0.3%
Q1 2018$55,840,000
-4.3%
230,669
-3.0%
29.36%
-2.9%
Q4 2017$58,333,000
+3.3%
237,811
-1.8%
30.25%
-0.6%
Q3 2017$56,469,000
+4.2%
242,077
-0.6%
30.44%
-0.1%
Q2 2017$54,200,000
+0.5%
243,521
-2.6%
30.46%
-0.4%
Q1 2017$53,912,000
+2.2%
250,127
-1.9%
30.59%
+0.4%
Q4 2016$52,736,000
+2.4%
255,085
-1.6%
30.48%
+3.0%
Q3 2016$51,481,000
+2.3%
259,103
-1.0%
29.61%
-0.1%
Q2 2016$50,325,000
+0.2%
261,837
-1.7%
29.63%
+1.4%
Q1 2016$50,201,000
+2.5%
266,233
+1.6%
29.21%
-2.6%
Q4 2015$48,966,000
+5.1%
261,950
-1.2%
30.00%
+2.1%
Q3 2015$46,572,000
-4.1%
265,052
+3.1%
29.39%
-0.5%
Q2 2015$48,553,000
+13.7%
257,113
+14.0%
29.52%
+18.0%
Q1 2015$42,689,000
-1.4%
225,628
-1.8%
25.03%
-3.0%
Q4 2014$43,290,000
+2.0%
229,779
-2.3%
25.81%
-33.0%
Q3 2014$42,453,000
+1.8%
235,082
+1.1%
38.50%
+4.6%
Q2 2014$41,712,000
+3.6%
232,472
-1.1%
36.82%
-2.0%
Q1 2014$40,280,000
+11.2%
235,075
+9.8%
37.57%
+4.2%
Q4 2013$36,230,000214,18836.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders