Gradient Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,283,742
-20.6%
13,455
-17.7%
2.21%
-17.2%
Q2 2023$6,654,868
+5.3%
16,340
-2.7%
2.67%
-0.6%
Q1 2023$6,317,144
+4.9%
16,798
-2.0%
2.69%
-1.9%
Q4 2022$6,022,904
+5.8%
17,143
-1.1%
2.74%
+0.7%
Q3 2022$5,692,000
-6.6%
17,337
-1.3%
2.72%
-7.1%
Q2 2022$6,096,000
+25.0%
17,574
+49.6%
2.92%
+41.6%
Q1 2022$4,877,000
+94.5%
11,747
+104.5%
2.07%
+97.9%
Q4 2021$2,508,000
+4.4%
5,745
-5.7%
1.04%
-5.2%
Q3 2021$2,402,000
-1.8%
6,091
-2.0%
1.10%
-3.9%
Q2 2021$2,445,000
+27.0%
6,213
+17.6%
1.15%
+12.5%
Q1 2021$1,925,000
+13.6%
5,285
+7.2%
1.02%
+5.5%
Q4 2020$1,694,000
+3.5%
4,928
-7.4%
0.97%
-5.5%
Q3 2020$1,637,000
-2.2%
5,321
-9.9%
1.02%
-9.7%
Q2 2020$1,674,000
-1.3%
5,907
-17.5%
1.13%
-17.3%
Q1 2020$1,696,000
-24.7%
7,162
-5.9%
1.37%
-12.6%
Q4 2019$2,251,000
+2.4%
7,609
-5.7%
1.57%
-4.6%
Q3 2019$2,199,000
-4.4%
8,068
-5.6%
1.64%
-7.1%
Q2 2019$2,301,000
+0.4%
8,547
-3.2%
1.77%
-3.2%
Q1 2019$2,291,000
+14.2%
8,825
+1.1%
1.83%
+5.4%
Q4 2018$2,006,000
-13.0%
8,730
+1.1%
1.73%
-10.9%
Q3 2018$2,307,000
-5.1%
8,638
-11.3%
1.94%
-13.9%
Q2 2018$2,431,000
+2.2%
9,743
-0.8%
2.26%
-5.0%
Q1 2018$2,378,000
+12.1%
9,824
+13.6%
2.38%
+9.3%
Q4 2017$2,122,0008,6492.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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