Perennial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,075 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.46 and the average weighting 2.4%.

Quarter-by-quarter ownership
Perennial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$361,729
-0.3%
921
+3.4%
0.10%
+5.4%
Q2 2023$362,941
+3.6%
891
-4.3%
0.09%
-7.0%
Q1 2023$350,171
+1.0%
931
-5.7%
0.10%
-9.1%
Q4 2022$346,819
+13.7%
987
+6.2%
0.11%
+10.0%
Q3 2022$305,000
-9.2%
929
-4.0%
0.10%
-4.8%
Q2 2022$336,000
-17.4%
968
-1.3%
0.10%
-2.8%
Q1 2022$407,000
-2.6%
981
+2.5%
0.11%
-4.4%
Q4 2021$418,000
-68.8%
957
-71.8%
0.11%
-71.3%
Q3 2021$1,339,000
-1.0%
3,396
-1.1%
0.39%
+0.5%
Q2 2021$1,352,000
+11.9%
3,435
+3.6%
0.39%
+3.2%
Q1 2021$1,208,000
+375.6%
3,316
+348.1%
0.38%
+327.0%
Q4 2020$254,000
+6.7%
740
-4.1%
0.09%
-8.2%
Q3 2020$238,000
+8.7%
7720.0%0.10%
+4.3%
Q2 2020$219,000
-82.9%
772
-85.7%
0.09%
-87.0%
Q1 2020$1,283,000
+7447.1%
5,417
+7423.6%
0.72%
+6400.0%
Q4 2018$17,000
-10.5%
720.0%0.01%0.0%
Q3 2018$19,000
+5.6%
720.0%0.01%0.0%
Q2 2018$18,000
+5.9%
720.0%0.01%0.0%
Q1 2018$17,000
-5.6%
720.0%0.01%0.0%
Q4 2017$18,000
+125.0%
72
+89.5%
0.01%
+83.3%
Q2 2017$8,000380.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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