NORTHWEST WEALTH MANAGEMENT, 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
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,278,239
-15.1%
3,255
-12.0%
0.46%
-15.8%
Q2 2023$1,505,714
+6.0%
3,697
-2.1%
0.55%
+0.7%
Q1 2023$1,420,416
+17.8%
3,777
+10.0%
0.54%
+5.0%
Q4 2022$1,206,150
-9.8%
3,433
-15.7%
0.52%
-12.7%
Q3 2022$1,337,000
-8.2%
4,074
-2.9%
0.59%
-6.3%
Q2 2022$1,456,000
-19.6%
4,196
-3.8%
0.63%
-28.9%
Q1 2022$1,811,000
-4.6%
4,362
+0.3%
0.89%
+0.5%
Q4 2021$1,898,000
+4.2%
4,347
-5.8%
0.88%
-2.3%
Q3 2021$1,821,000
+0.7%
4,616
+0.5%
0.90%
-5.5%
Q2 2021$1,808,000
-8.4%
4,595
-15.2%
0.96%
-22.6%
Q1 2021$1,973,000
+1.8%
5,417
-4.0%
1.24%
-7.5%
Q4 2020$1,939,000
+13.6%
5,641
+1.7%
1.34%
-5.5%
Q3 2020$1,707,000
-10.5%
5,548
-17.5%
1.42%
-14.9%
Q2 2020$1,907,000
+37.9%
6,727
+15.2%
1.66%
+18.9%
Q1 2020$1,383,000
+1192.5%
5,840
+1310.6%
1.40%
+1628.4%
Q1 2019$107,000
+69.8%
414
+51.1%
0.08%
+52.8%
Q4 2018$63,000
-13.7%
2740.0%0.05%
-3.6%
Q3 2018$73,000
+7.4%
2740.0%0.06%
+7.8%
Q2 2018$68,000
-38.2%
274
-39.9%
0.05%
-37.8%
Q1 2018$110,0004560.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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