Aries Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,033 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 3.18 and the average weighting 2.6%.

Quarter-by-quarter ownership
Aries Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,593,538
+4.1%
3,978
+5.9%
0.62%
+5.1%
Q2 2023$1,530,756
+9.8%
3,758
+1.4%
0.59%
+3.8%
Q1 2023$1,393,898
+8.6%
3,706
+1.4%
0.57%
+3.4%
Q4 2022$1,283,913
+8.7%
3,654
+9.8%
0.55%
+5.7%
Q3 2022$1,181,000
+36.4%
3,327
+33.2%
0.52%
+33.1%
Q2 2022$866,000
-20.6%
2,4970.0%0.39%
-5.3%
Q4 2021$1,090,000
+8.8%
2,497
-1.7%
0.42%
-2.1%
Q3 2021$1,002,000
-1.4%
2,541
-1.5%
0.42%
-2.5%
Q2 2021$1,016,000
+4.1%
2,5810.0%0.44%
-0.7%
Q1 2021$976,000
+45.9%
2,581
+35.2%
0.44%
+31.1%
Q4 2020$669,000
+11.3%
1,909
-2.3%
0.33%
-2.1%
Q3 2020$601,000
+9.9%
1,953
+1.1%
0.34%
+2.1%
Q2 2020$547,000
+2.4%
1,931
-16.3%
0.33%
-17.9%
Q1 2020$534,000
-29.5%
2,306
-9.4%
0.41%
-11.9%
Q4 2019$757,000
+9.2%
2,5460.0%0.46%
+0.2%
Q3 2019$693,000
-0.7%
2,5460.0%0.46%
-5.5%
Q2 2019$698,000
+5.1%
2,546
-0.5%
0.49%
-1.6%
Q1 2019$664,000
+11.8%
2,560
-0.9%
0.50%
-21.3%
Q4 2018$594,000
+15.8%
2,584
+34.5%
0.63%
+36.7%
Q3 2018$513,000
+3.4%
1,9210.0%0.46%
+0.4%
Q2 2018$496,000
+6.0%
1,9210.0%0.46%
+1.3%
Q1 2018$468,000
-5.5%
1,9210.0%0.45%
-0.7%
Q4 2017$495,0001,9210.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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