CONCENTRIC WEALTH 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
CONCENTRIC WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,998,203
-3.2%
7,635
+0.4%
0.99%
+0.3%
Q2 2023$3,097,364
+4.9%
7,605
-3.2%
0.98%
+0.8%
Q1 2023$2,953,278
+6.0%
7,853
-0.9%
0.98%
+2.7%
Q4 2022$2,785,424
+0.7%
7,928
-5.9%
0.95%
-6.7%
Q3 2022$2,767,000
-5.6%
8,428
-0.3%
1.02%
+3.0%
Q2 2022$2,932,000
-18.7%
8,453
-2.7%
0.99%
-5.1%
Q1 2022$3,606,000
-4.2%
8,685
+0.7%
1.04%
-1.9%
Q4 2021$3,766,000
+10.7%
8,626
+0.0%
1.06%
+2.1%
Q3 2021$3,401,000
+0.2%
8,6230.0%1.04%
+0.1%
Q2 2021$3,393,000
+6.2%
8,623
-1.7%
1.04%
-1.5%
Q1 2021$3,196,000
-7.7%
8,773
-13.0%
1.06%
-17.3%
Q4 2020$3,464,000
+14.4%
10,080
+2.4%
1.28%
-2.3%
Q3 2020$3,029,000
+8.5%
9,8460.0%1.30%
-0.5%
Q2 2020$2,791,000
+13.4%
9,846
-5.3%
1.31%
-3.9%
Q1 2020$2,462,000
-22.6%
10,398
-3.3%
1.36%0.0%
Q4 2019$3,182,000
-1.9%
10,758
-9.6%
1.36%
-33.9%
Q3 2019$3,244,000
+1.3%
11,900
+0.1%
2.06%
-0.7%
Q2 2019$3,201,000
-8.6%
11,892
-11.9%
2.08%
-12.2%
Q1 2019$3,502,000
+12.7%
13,492
-0.2%
2.37%
-0.9%
Q4 2018$3,107,000
-17.2%
13,518
-3.8%
2.39%
-9.2%
Q3 2018$3,753,000
+6.3%
14,052
-0.7%
2.63%
+3.6%
Q2 2018$3,529,000
+3.1%
14,1440.0%2.54%
-0.2%
Q1 2018$3,424,000
-2.6%
14,144
-1.3%
2.54%
-0.0%
Q4 2017$3,517,000
+6.4%
14,337
+0.0%
2.54%
+1.4%
Q3 2017$3,307,000
+4.0%
14,330
+0.1%
2.51%
-0.6%
Q2 2017$3,180,000
+1.9%
14,322
-0.7%
2.52%
-0.6%
Q1 2017$3,121,000
-10.3%
14,425
-14.9%
2.54%
-13.0%
Q4 2016$3,481,00016,9572.92%
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