Independent Advisor Alliance - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$23,492,885
+7.2%
59,824
+11.2%
1.06%
+10.0%
Q2 2023$21,919,426
+18.4%
53,819
+9.3%
0.97%
+8.3%
Q1 2023$18,511,316
+15.7%
49,223
+8.1%
0.89%
-83.8%
Q4 2022$15,997,585
+64.9%
45,533
+54.1%
5.50%
+871.2%
Q3 2022$9,701,000
+9.3%
29,550
+15.5%
0.57%
+14.1%
Q2 2022$8,876,000
-8.2%
25,587
-21.7%
0.50%
+17.5%
Q4 2019$9,672,000
+220.8%
32,699
+133.7%
0.42%
-11.7%
Q1 2017$3,015,00013,9900.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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