EverSource Wealth 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
EverSource Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,206,028
-3.7%
36,175
-0.2%
1.51%
-7.4%
Q2 2023$14,755,738
+7.3%
36,230
-0.9%
1.63%
-5.0%
Q1 2023$13,753,064
+10.9%
36,570
+3.6%
1.71%
-8.8%
Q4 2022$12,397,649
+9.2%
35,287
+2.0%
1.88%
-27.8%
Q3 2022$11,356,000
-5.9%
34,590
-0.6%
2.60%
-16.4%
Q2 2022$12,070,000
-20.5%
34,797
-4.8%
3.11%
-19.2%
Q1 2022$15,181,000
+8.1%
36,566
+13.7%
3.85%
-2.0%
Q4 2021$14,037,00032,1523.93%
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