Paragon Wealth Strategies, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$46,584,281
+6027.5%
106,649
+5408.7%
12.82%
+5549.3%
Q3 2023$760,253
+4.0%
1,936
+7.9%
0.23%
-1.7%
Q2 2023$730,900
+260.1%
1,795
+232.4%
0.23%
+86.3%
Q1 2023$202,966
+47.7%
540
+38.1%
0.12%
-24.8%
Q4 2022$137,400
+8.2%
391
+1.0%
0.16%
+32.0%
Q3 2022$127,000
-99.7%
387
-99.6%
0.12%
-98.7%
Q1 2022$36,321,000
-13.9%
87,484
-9.5%
9.51%
-6.8%
Q4 2021$42,207,000
+17.5%
96,678
+6.2%
10.20%
+6.6%
Q3 2021$35,909,000
-4.2%
91,048
-4.4%
9.57%
-6.8%
Q2 2021$37,495,000
+35.1%
95,281
+25.1%
10.27%
+21.7%
Q1 2021$27,754,000
+1.5%
76,184
-4.2%
8.44%
-10.4%
Q4 2020$27,345,000
+17.3%
79,564
+5.0%
9.42%
-9.1%
Q3 2020$23,313,000
+176.3%
75,777
+154.6%
10.36%
+116.6%
Q2 2020$8,437,000
+2120.3%
29,769
+2213.1%
4.78%
+2431.2%
Q4 2019$380,000
+75.9%
1,287
+62.5%
0.19%
+62.9%
Q3 2019$216,0007920.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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