TPB WEALTH ADVISORS - 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
TPB WEALTH ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$7,979
-23.9%
21,216
-36.0%
4.35%
-19.3%
Q4 2022$10,488
-95.0%
33,135
+5093.6%
5.39%
+5286.0%
Q3 2022$209,000
-72.1%
638
-70.5%
0.10%
-70.3%
Q2 2022$749,000
+263.6%
2,160
+358.6%
0.34%
+237.0%
Q4 2021$206,000
-30.9%
471
-37.8%
0.10%
-47.9%
Q2 2021$298,000
-0.7%
757
-5.4%
0.19%
-25.6%
Q1 2021$300,000
-40.0%
800
-42.9%
0.26%
-47.9%
Q4 2020$500,0001,4000.50%
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