FLAGSHIP HARBOR ADVISORS, 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
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,078,943
-3.8%
20,573
-0.2%
0.67%
-3.0%
Q2 2023$8,394,249
-13.3%
20,611
-19.9%
0.69%
-24.0%
Q1 2023$9,681,509
+6.5%
25,744
-0.5%
0.91%
-2.1%
Q4 2022$9,092,670
+10.0%
25,880
+2.8%
0.93%
-2.7%
Q3 2022$8,264,000
-20.6%
25,172
-16.2%
0.96%
-18.1%
Q2 2022$10,414,000
-22.2%
30,021
-6.9%
1.17%
-9.3%
Q1 2022$13,386,000
-11.3%
32,242
-6.7%
1.29%
-9.7%
Q4 2021$15,089,000
+92.4%
34,563
+73.5%
1.43%
+69.6%
Q3 2021$7,841,0000.0%19,9250.0%0.84%
+0.1%
Q2 2021$7,841,000
+11.1%
19,925
+2.9%
0.84%
+5.0%
Q1 2021$7,055,000
+13.7%
19,366
+7.3%
0.80%
+4.0%
Q4 2020$6,206,000
+28.4%
18,056
+14.9%
0.77%
+17.9%
Q3 2020$4,834,000
+12.9%
15,713
+4.0%
0.65%
+3.8%
Q2 2020$4,282,000
+43.5%
15,108
+19.9%
0.63%
+5.4%
Q1 2020$2,983,000
-26.2%
12,597
-7.8%
0.60%
-15.7%
Q4 2019$4,041,000
+14.0%
13,660
+5.0%
0.71%
+1.9%
Q3 2019$3,545,000
+11.9%
13,007
+10.5%
0.70%
+5.8%
Q2 2019$3,168,000
-11.7%
11,771
-14.8%
0.66%
-10.9%
Q1 2019$3,587,000
+12.3%
13,823
-0.5%
0.74%
-5.0%
Q4 2018$3,194,000
+2.9%
13,899
+20.0%
0.78%
+35.0%
Q3 2018$3,103,000
+19.2%
11,578
+10.9%
0.58%
+10.4%
Q2 2018$2,604,000
+7.6%
10,437
+2.1%
0.52%
-27.5%
Q1 2018$2,420,000
-12.1%
10,226
-6.4%
0.72%
-9.2%
Q4 2017$2,754,000
+8.1%
10,927
-0.1%
0.79%
-4.1%
Q3 2017$2,547,000
-12.9%
10,936
-16.7%
0.83%
-18.6%
Q2 2017$2,923,000
+10.6%
13,133
+7.1%
1.02%
+0.6%
Q1 2017$2,642,000
+4.8%
12,268
+1.4%
1.01%
-7.2%
Q4 2016$2,520,00012,1021.09%
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