TFO Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,203 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 2.4%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,396,0470.0%8,3380.0%0.71%
-0.8%
Q2 2023$3,396,047
+6.6%
8,338
-1.6%
0.72%
+2.4%
Q1 2023$3,185,824
+1476.3%
8,471
+107.4%
0.70%
+1387.2%
Q4 2022$202,103
-94.8%
4,084
-65.2%
0.05%
-95.1%
Q3 2022$3,852,000
-3.3%
11,732
+2.2%
0.96%
+7.2%
Q2 2022$3,983,000
+8.8%
11,484
+30.2%
0.90%
+23.6%
Q1 2022$3,662,000
-6.4%
8,821
-3.3%
0.73%
-3.2%
Q4 2021$3,913,000
+12.5%
9,121
+3.5%
0.75%
+9.2%
Q3 2021$3,477,000
+1.9%
8,816
+1.6%
0.69%
+1.8%
Q2 2021$3,411,000
+7.9%
8,675
+0.0%
0.68%
-28.8%
Q1 2021$3,160,000
+5.2%
8,674
-0.8%
0.95%
-0.8%
Q4 2020$3,005,000
+11.8%
8,744
+0.1%
0.96%
-7.7%
Q3 2020$2,689,000
+8.6%
8,739
+0.0%
1.04%
+6.1%
Q2 2020$2,476,000
+19.7%
8,737
+0.0%
0.98%
+9.7%
Q1 2020$2,068,000
-19.9%
8,736
+0.0%
0.89%
-62.5%
Q4 2019$2,583,0008,7332.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders