GenTrust, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
GenTrust, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$227,278,220
+9.1%
576,571
+13.2%
15.98%
+12.9%
Q2 2023$208,267,461
+14.9%
509,425
+5.7%
14.15%
+8.4%
Q1 2023$181,192,130
+26.3%
481,804
+10.7%
13.05%
+5.2%
Q3 2022$143,509,000
+14.0%
435,176
+20.5%
12.41%
+19.7%
Q2 2022$125,838,000
-18.2%
361,280
-2.4%
10.37%
-12.0%
Q1 2022$153,743,000
+12.9%
370,313
+13.2%
11.79%
+10.8%
Q4 2021$136,229,000
+23.8%
327,166
+17.7%
10.64%
+16.7%
Q3 2021$110,019,000
+0.2%
278,031
-0.1%
9.12%
-1.5%
Q2 2021$109,842,000
+0.6%
278,183
-9.0%
9.26%
-9.6%
Q1 2021$109,215,000
+11.2%
305,564
+6.9%
10.24%
+18.9%
Q4 2020$98,242,000
+14.9%
285,844
+3.3%
8.62%
+9.6%
Q3 2020$85,502,000
+8.7%
276,740
+0.2%
7.86%
-19.0%
Q2 2020$78,665,000
-99.9%
276,161
+11.4%
9.70%
+15.3%
Q1 2020$58,731,127,000
+2454188.6%
247,999
+2965.5%
8.42%
+2319.5%
Q4 2019$2,393,000
+5.0%
8,090
-2.8%
0.35%
-3.1%
Q3 2019$2,279,000
-23.6%
8,320
-24.6%
0.36%
-25.1%
Q2 2019$2,984,000
-28.1%
11,030
-31.0%
0.48%
-29.4%
Q1 2019$4,150,000
-1.4%
15,990
-12.7%
0.68%
-9.8%
Q4 2018$4,207,000
+1697.9%
18,310
+1506.1%
0.75%
+1500.0%
Q4 2016$234,0001,1400.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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