Icon Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,445 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.65 and the average weighting 2.5%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$284,000
+10.5%
6500.0%0.03%
+3.7%
Q3 2021$257,000
-39.5%
650
-39.8%
0.03%
-41.3%
Q2 2021$425,000
-1.2%
1,080
-8.6%
0.05%
-14.8%
Q1 2021$430,000
-4.0%
1,181
-9.4%
0.05%
-23.9%
Q4 2020$448,000
+18.5%
1,303
+6.1%
0.07%
-2.7%
Q3 2020$378,000
+9.2%
1,228
+0.5%
0.07%
-13.1%
Q2 2020$346,000
+30.1%
1,222
+8.9%
0.08%
-20.0%
Q1 2020$266,000
+81.0%
1,122
+97.9%
0.10%
+90.9%
Q1 2019$147,000
+14.0%
567
+0.7%
0.06%
-11.3%
Q4 2018$129,000
-13.4%
563
+0.9%
0.06%0.0%
Q3 2018$149,000
+7.2%
558
+0.5%
0.06%
+6.9%
Q2 2018$139,000
+4.5%
555
+0.7%
0.06%
-18.3%
Q1 2018$133,000
-1.5%
551
+0.4%
0.07%
+6.0%
Q4 2017$135,0005490.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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