HCR Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$278,304
-3.3%
709
+0.3%
0.06%
+15.1%
Q2 2023$287,807
+4.7%
707
-3.3%
0.05%
-1.9%
Q1 2023$274,778
+16.8%
731
+9.1%
0.05%
+10.2%
Q4 2022$235,263
+8.9%
670
+2.3%
0.05%
+6.5%
Q3 2022$216,000
-4.0%
655
+1.6%
0.05%
+2.2%
Q2 2022$225,000
-19.6%
645
-4.3%
0.04%
-2.2%
Q1 2022$280,000
+5.7%
674
+10.9%
0.05%
+12.2%
Q4 2021$265,000
+15.7%
608
+4.6%
0.04%
+7.9%
Q3 2021$229,000
-3.0%
581
-3.2%
0.04%
-7.3%
Q2 2021$236,000
+96.7%
600
+71.9%
0.04%
+64.0%
Q4 2020$120,000
+51.9%
349
+35.8%
0.02%
+38.9%
Q3 2020$79,000
+8.2%
2570.0%0.02%
+5.9%
Q2 2020$73,000
-15.1%
257
-28.8%
0.02%
-32.0%
Q1 2020$86,000
-17.3%
361
+2.3%
0.02%0.0%
Q4 2019$104,000
-65.9%
353
-68.1%
0.02%
-75.2%
Q3 2019$305,0001,1060.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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