Summit Trail Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
Summit Trail Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$267,163,380
+1.3%
677,764
+5.1%
9.83%
-1.2%
Q2 2023$263,770,373
+10.5%
645,143
+1.6%
9.95%
+3.5%
Q1 2023$238,735,264
+3.5%
634,816
-3.3%
9.62%
-6.1%
Q4 2022$230,665,436
+17.2%
656,531
+10.0%
10.25%
-3.7%
Q3 2022$196,794,000
-5.8%
596,761
-0.5%
10.64%
-17.6%
Q2 2022$208,898,000
-11.0%
599,777
+6.1%
12.92%
-31.9%
Q1 2022$234,613,000
-0.2%
565,102
+4.9%
18.98%
+25.2%
Q4 2021$235,108,000
+8.6%
538,534
-1.6%
15.16%
-6.7%
Q3 2021$216,564,000
+2.5%
547,306
+2.3%
16.25%
-12.2%
Q2 2021$211,286,000
+6.8%
535,100
-1.5%
18.51%
-13.3%
Q1 2021$197,849,000
+8.6%
543,093
+2.4%
21.34%
-7.1%
Q4 2020$182,199,000
+27.0%
530,125
+5.3%
22.97%
-14.1%
Q2 2020$143,412,000
+24.5%
503,455
+3.5%
26.75%
-13.7%
Q1 2020$115,159,000
+45.7%
486,272
+68.5%
30.98%
+10.3%
Q3 2019$79,040,000
+3.8%
288,574
+2.5%
28.10%
-15.6%
Q2 2019$76,133,000
-6.1%
281,410
-9.9%
33.29%
-5.1%
Q1 2019$81,057,000
+73.8%
312,312
+23.2%
35.08%
+343.1%
Q1 2018$46,637,000
-27.2%
253,557
+1.9%
7.92%
-2.2%
Q4 2017$64,081,000248,8088.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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