LAKE STREET ADVISORS GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,681 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.90 and the average weighting 2.7%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$94,222,397
+19.5%
187,728
+14.5%
4.53%
+23.0%
Q1 2024$78,815,839
+18.5%
163,961
+7.7%
3.68%
+10.3%
Q4 2023$66,504,796
+2.5%
152,255
-7.9%
3.34%
-13.4%
Q3 2023$64,902,000
+94838.7%
165,271
-1.5%
3.86%
+2.1%
Q2 2023$68,362
+14.0%
167,850
+5.3%
3.78%
+1.9%
Q1 2023$59,972
+6.7%
159,470
-0.3%
3.71%
+0.1%
Q4 2022$56,186
-99.9%
159,918
+6.8%
3.70%
+3.8%
Q3 2022$49,159,000
-14.0%
149,738
-9.1%
3.57%
-12.4%
Q2 2022$57,141,000
-22.9%
164,729
-7.7%
4.07%
-13.7%
Q1 2022$74,103,000
+2.6%
178,487
+7.9%
4.72%
+3.6%
Q4 2021$72,239,000
+20.6%
165,469
+13.0%
4.56%
+3.0%
Q2 2021$59,901,000
+38.6%
146,403
+23.4%
4.42%
+25.8%
Q1 2021$43,233,000
+3.1%
118,675
-2.7%
3.52%
+1.3%
Q4 2020$41,932,000
+13.7%
122,004
+1.8%
3.47%
-0.2%
Q3 2020$36,865,000
+8.4%
119,828
-0.2%
3.48%
+0.9%
Q2 2020$34,018,000
+79.2%
120,021
+49.7%
3.45%
+46.2%
Q1 2020$18,984,000
+27.8%
80,161
+59.6%
2.36%
+61.4%
Q4 2019$14,858,000
+57.5%
50,229
+37.4%
1.46%
+42.9%
Q3 2019$9,434,000
+2.0%
36,570
+6.4%
1.02%
+4.6%
Q2 2019$9,252,000
+25.0%
34,375
+20.5%
0.98%
+25.9%
Q1 2019$7,404,000
+55.3%
28,528
+37.5%
0.78%
+33.7%
Q4 2018$4,767,000
-15.1%
20,744
-1.3%
0.58%
-6.6%
Q3 2018$5,614,000
+9.3%
21,022
+2.1%
0.62%
+21.0%
Q2 2018$5,138,000
+22.1%
20,594
+18.5%
0.51%
+8.9%
Q1 2018$4,207,000
-24.7%
17,378
-23.7%
0.47%
-25.2%
Q4 2017$5,584,00022,7640.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2024
NameSharesValueWeighting ↓
GLOBE LIFE INC. 693,701$189,103,000100.00%
Mercer Investments LLC 14,984$4,084,772,00084.33%
E-L Financial Corp Ltd 1,653,696$596,885,00082.55%
Mangham Associates,LLC 369,725$100,787,00074.89%
JBF Capital, Inc. 1,458,168$397,497,00070.92%
HM Capital Management, LLC 311,098$84,805,00053.58%
Wall Capital Group, Inc. 395,967$107,941,00051.17%
AXIS CAPITAL HOLDINGS LTD 218,067$59,445,00047.47%
Fairfield University 163,484$44,565,738,00047.20%
Summit Rock Advisors, LP 167,694$45,713,00042.63%
View complete list of VANGUARD INDEX FDS shareholders