AE Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 628 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 1.47 and the average weighting 2.7%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$299,956,389
-8.7%
763,831
-5.3%
1.79%
-9.2%
Q2 2023$328,411,024
+4.6%
806,352
-3.4%
1.97%
-2.3%
Q1 2023$313,980,836
+4.9%
834,900
-2.0%
2.02%
-6.6%
Q4 2022$299,242,360
-13.0%
851,717
-18.7%
2.16%
-20.6%
Q3 2022$343,944,000
-4.8%
1,047,653
+0.6%
2.73%
-5.7%
Q2 2022$361,410,000
-21.3%
1,041,887
-5.8%
2.89%
-8.3%
Q1 2022$459,314,000
-8.2%
1,106,328
-3.4%
3.15%
-9.7%
Q4 2021$500,231,000
+12.6%
1,145,820
+1.7%
3.49%
-4.7%
Q3 2021$444,338,000
-2.1%
1,126,617
-2.4%
3.66%
-7.7%
Q2 2021$454,024,000
+6.1%
1,153,752
-1.8%
3.96%
-8.2%
Q1 2021$427,800,000
+10.5%
1,174,307
+4.3%
4.32%
-1.6%
Q4 2020$387,120,000
+16.4%
1,126,363
+4.2%
4.39%
-7.5%
Q3 2020$332,526,000
+6.0%
1,080,858
-2.3%
4.75%
-2.1%
Q2 2020$313,664,000
+32.1%
1,106,672
+10.3%
4.85%
-11.2%
Q1 2020$237,508,000
-21.2%
1,002,905
-1.6%
5.46%
-16.5%
Q4 2019$301,339,000
+15.4%
1,018,725
+6.3%
6.54%
-13.4%
Q3 2019$261,220,000
-1.1%
958,254
-2.4%
7.55%
-4.9%
Q2 2019$264,146,000
+117.8%
981,407
+110.1%
7.94%
-5.8%
Q1 2019$121,263,000
+1548.5%
467,223
+1359.6%
8.43%
+569.3%
Q4 2018$7,356,000
-97.1%
32,010
-96.7%
1.26%
-91.0%
Q3 2018$255,274,000
+14.2%
955,903
+6.7%
14.05%
-7.6%
Q2 2018$223,439,000
+16.3%
895,513
+12.9%
15.20%
+2.5%
Q1 2018$192,098,000
+30.7%
793,529
+32.4%
14.83%
+14.3%
Q4 2017$147,029,000
-29.8%
599,407
-34.0%
12.98%
-33.3%
Q3 2017$209,588,000
+46.8%
908,250
+41.2%
19.45%
+14.1%
Q2 2017$142,792,000
+77.4%
643,033
+72.8%
17.04%
+14.2%
Q1 2017$80,496,000
+228.8%
372,063
+212.0%
14.92%
+50.5%
Q4 2016$24,482,000119,2469.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
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