Berman Capital 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
Berman Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$188,0000.0%479
+0.2%
0.03%0.0%
Q2 2021$188,000
+8.0%
478
-0.2%
0.03%
-16.7%
Q1 2021$174,000
+15.2%
479
+8.4%
0.04%0.0%
Q4 2020$151,000
+11.9%
442
+0.2%
0.04%
-5.3%
Q3 2020$135,000
+6.3%
441
-2.2%
0.04%
+15.2%
Q2 2020$127,000
+46.0%
451
+22.6%
0.03%
+17.9%
Q1 2020$87,000
-1.1%
368
+22.7%
0.03%
+12.0%
Q4 2019$88,000
+8.6%
3000.0%0.02%0.0%
Q3 2019$81,000
+1.2%
3000.0%0.02%0.0%
Q2 2019$80,000
+3.9%
3000.0%0.02%
-3.8%
Q1 2019$77,000
+13.2%
3000.0%0.03%
-3.7%
Q4 2018$68,0003000.03%
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