Cypress Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,990,811
-5.0%
12,709
+0.2%
1.38%
+0.1%
Q2 2023$5,255,892
+11.9%
12,689
+1.6%
1.38%
+0.4%
Q1 2023$4,696,826
+10.6%
12,489
+3.3%
1.38%
+0.7%
Q4 2022$4,248,438
-0.4%
12,092
-5.5%
1.36%
-5.9%
Q3 2022$4,267,000
-3.7%
12,800
+0.3%
1.45%
+2.7%
Q2 2022$4,429,000
-16.8%
12,768
-0.4%
1.41%
-2.6%
Q1 2022$5,321,000
-1.7%
12,817
+3.4%
1.45%
-2.1%
Q4 2021$5,411,000
+5.1%
12,395
-5.1%
1.48%
-4.0%
Q3 2021$5,149,000
-1.5%
13,056
-1.7%
1.54%
+8.0%
Q2 2021$5,228,000
-49.0%
13,286
-52.8%
1.43%
-33.4%
Q1 2021$10,255,000
-2.1%
28,151
-7.6%
2.14%
-8.3%
Q4 2020$10,470,000
+9.4%
30,462
-2.1%
2.34%
-4.6%
Q3 2020$9,568,000
-6.2%
31,100
-13.6%
2.45%
+1.0%
Q2 2020$10,198,000
+13.1%
35,980
-5.5%
2.43%
-8.6%
Q1 2020$9,018,000
-0.1%
38,080
+24.8%
2.65%
+16.6%
Q4 2019$9,026,000
+13.4%
30,515
+4.5%
2.28%
+4.3%
Q3 2019$7,960,000
+11.8%
29,200
+10.3%
2.18%
+6.3%
Q2 2019$7,123,000
+6.5%
26,465
+2.7%
2.06%
-3.0%
Q1 2019$6,690,000
+26.0%
25,776
+11.5%
2.12%
+0.6%
Q4 2018$5,311,000
-21.6%
23,111
-8.9%
2.11%
-13.1%
Q3 2018$6,774,000
+8.6%
25,364
+1.5%
2.42%
+2.3%
Q2 2018$6,237,000
+1.0%
24,995
-2.0%
2.37%
-10.1%
Q1 2018$6,176,000
+3.9%
25,510
+5.2%
2.64%
+6.7%
Q4 2017$5,947,00024,2442.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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