INSTITUTIONAL & FAMILY ASSET 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
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,336,797
-5.0%
67,066
-1.4%
4.31%
-4.4%
Q2 2023$27,711,258
+8.1%
68,040
-0.2%
4.51%
+6.6%
Q1 2023$25,646,647
-11.3%
68,196
-17.1%
4.23%
-11.9%
Q4 2022$28,906,072
+0.5%
82,274
-6.1%
4.80%
-5.9%
Q3 2022$28,769,000
+4.5%
87,631
+10.4%
5.10%
+7.5%
Q2 2022$27,542,000
-15.6%
79,399
+1.0%
4.75%
-7.1%
Q1 2022$32,625,000
+2.4%
78,582
+7.7%
5.11%
+3.0%
Q4 2021$31,845,000
+18.5%
72,944
+7.0%
4.96%
+15.3%
Q3 2021$26,882,000
+2.9%
68,158
+2.6%
4.30%
-0.2%
Q2 2021$26,134,000
+17.8%
66,411
+9.0%
4.31%
+0.3%
Q1 2021$22,194,000
+20.0%
60,923
+13.2%
4.30%
+10.6%
Q4 2020$18,497,000
+16.5%
53,820
+4.2%
3.88%
+5.1%
Q3 2020$15,883,000
+18.1%
51,626
+8.8%
3.70%
+32.7%
Q2 2020$13,445,000
+31.0%
47,436
+9.5%
2.78%
+17.8%
Q1 2020$10,262,000
-1.8%
43,334
+22.7%
2.36%
+7.1%
Q4 2019$10,448,000
+10.8%
35,321
+2.1%
2.21%
+6.6%
Q3 2019$9,432,000
+79.9%
34,601
+77.6%
2.07%
+82.7%
Q2 2019$5,244,000
+16.9%
19,482
+12.7%
1.13%
+20.0%
Q1 2019$4,485,000
+28.9%
17,280
+14.1%
0.94%
+21.0%
Q4 2018$3,480,000
-5.1%
15,142
+10.3%
0.78%
+7.6%
Q3 2018$3,666,000
+31.7%
13,729
+23.1%
0.72%
+25.0%
Q2 2018$2,784,000
+92700.0%
11,156
+85715.4%
0.58%
+57900.0%
Q1 2018$3,000
-98.8%
13
-98.7%
0.00%
-97.9%
Q4 2017$244,000
-2.4%
995
-8.1%
0.05%
-6.0%
Q3 2017$250,0001,0830.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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