Transform Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,679 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.96 and the average weighting 2.4%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$594,949
-2.7%
1,509
+0.9%
0.06%
+14.5%
Q2 2023$611,756
+4.0%
1,496
-4.3%
0.06%0.0%
Q1 2023$588,272
+11.8%
1,564
+4.5%
0.06%
-6.8%
Q4 2022$526,039
+2.3%
1,497
-4.0%
0.06%
-11.9%
Q3 2022$514,000
-8.1%
1,560
-2.9%
0.07%
-19.3%
Q2 2022$559,000
-95.4%
1,606
-94.5%
0.08%
-93.9%
Q1 2022$12,115,000
-10.8%
29,180
-6.2%
1.36%
-4.3%
Q4 2021$13,585,000
-4.8%
31,119
-14.0%
1.42%
-13.3%
Q3 2021$14,268,000
+613.4%
36,177
+611.7%
1.64%
+570.5%
Q2 2021$2,000,000
+7.5%
5,083
-0.5%
0.24%
-34.6%
Q1 2021$1,861,000
+6.7%
5,108
+0.7%
0.37%
+2.2%
Q4 2020$1,744,000
+12.7%
5,074
+0.9%
0.36%
+46.6%
Q3 2020$1,547,000
-11.2%
5,030
-18.1%
0.25%
-16.4%
Q2 2020$1,742,000
-42.5%
6,145
-51.9%
0.30%
-53.9%
Q1 2020$3,029,000
-90.9%
12,788
-88.6%
0.65%
-87.7%
Q4 2019$33,194,000
+2.6%
112,216
-5.5%
5.26%
-8.3%
Q3 2019$32,357,000
+121.4%
118,699
+118.6%
5.74%
+167.4%
Q2 2019$14,613,00054,2932.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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