Bogart Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 70 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$99,693,196
-3.4%
253,866
+0.2%
6.16%
-5.8%
Q2 2023$103,193,909
+9.1%
253,373
+0.7%
6.54%
+3.6%
Q1 2023$94,608,448
+10.3%
251,571
+3.1%
6.32%
+5.8%
Q4 2022$85,735,355
+9.9%
244,024
+2.7%
5.97%
-8.3%
Q3 2022$77,986,000
+2.7%
237,544
+8.5%
6.51%
-2.3%
Q2 2022$75,927,000
-12.9%
218,885
+4.3%
6.66%
-10.6%
Q1 2022$87,159,000
-2.0%
209,934
+3.0%
7.45%
-7.2%
Q4 2021$88,956,000
+11.6%
203,761
+0.8%
8.03%
-1.0%
Q3 2021$79,709,000
+5.9%
202,102
+5.7%
8.11%
-1.3%
Q2 2021$75,263,000
+31.8%
191,254
+22.0%
8.22%
+3.4%
Q1 2021$57,092,000
+24.2%
156,716
+17.2%
7.95%
-6.8%
Q4 2020$45,974,000
+13.1%
133,769
+1.2%
8.53%
-5.4%
Q3 2020$40,658,000
+5.2%
132,158
-3.1%
9.02%
-0.6%
Q2 2020$38,639,000
+20.4%
136,325
+0.6%
9.08%
+3.8%
Q1 2020$32,082,000
+79.4%
135,470
+124.0%
8.75%
+53.1%
Q4 2019$17,887,000
+7.9%
60,470
-0.5%
5.71%
-29.9%
Q3 2019$16,574,000
+0.5%
60,799
-0.7%
8.16%
-18.1%
Q2 2019$16,487,000
-50.8%
61,256
-52.6%
9.96%
-38.4%
Q1 2019$33,506,000
+13.4%
129,098
+0.4%
16.16%
+9.6%
Q4 2018$29,559,000
+10.3%
128,627
+28.2%
14.75%
-4.9%
Q3 2018$26,800,000
+11.4%
100,356
+4.1%
15.52%
+6.1%
Q2 2018$24,049,000
+8.3%
96,385
+5.9%
14.63%
+13.9%
Q1 2018$22,215,000
+68.2%
91,049
+69.1%
12.84%
+51.7%
Q4 2017$13,209,000
+9.6%
53,850
+4.2%
8.47%
-5.1%
Q3 2017$12,056,000
+7.3%
51,681
+2.2%
8.92%
+23.8%
Q2 2017$11,233,000
+34.1%
50,582
+30.6%
7.20%
+29.2%
Q1 2017$8,378,000
+33.6%
38,726
+26.8%
5.57%
+31.2%
Q4 2016$6,271,00030,5454.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 679,459$181,449,000100.00%
E-L Financial Corp Ltd 1,653,680$571,396,00081.63%
Wall Capital Group, Inc. 534,604$142,766,00073.20%
Mangham Associates,LLC 322,637$86,160,00069.91%
Strategic Wealth Partners Group, LLC 19,373$3,241,784,00069.76%
TIFF ADVISORY SERVICES, LLC 415,437$110,942,00059.58%
JBF Capital, Inc. 1,458,168$389,404,00057.25%
Mercer Investments LLC 11,080$2,958,907,00055.72%
HM Capital Management, LLC 259,497$69,299,00052.94%
SCHRODERS IS Ltd 2,529,386$675,472,00044.25%
View complete list of VANGUARD INDEX FDS shareholders