CAPITAL WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 70 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
CAPITAL WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,389,937
-7.9%
8,632
-4.5%
1.86%
-7.2%
Q2 2023$3,681,153
+6.5%
9,038
-1.7%
2.00%
+0.9%
Q1 2023$3,456,604
-7.3%
9,191
-13.4%
1.98%
-21.3%
Q4 2022$3,727,149
+1.9%
10,608
-4.8%
2.52%
-11.1%
Q3 2022$3,657,000
+1.2%
11,139
+6.9%
2.84%
+5.7%
Q2 2022$3,615,000
-6.7%
10,419
+11.7%
2.68%
+2.7%
Q1 2022$3,873,000
+18.7%
9,328
+24.8%
2.61%
+14.2%
Q4 2021$3,264,000
+48.2%
7,475
+33.9%
2.29%
+34.4%
Q3 2021$2,203,000
-0.8%
5,584
-1.1%
1.70%
+4.7%
Q2 2021$2,221,000
+10.2%
5,645
+2.0%
1.62%
+1.7%
Q1 2021$2,016,000
+2.0%
5,534
-3.8%
1.60%
-6.4%
Q4 2020$1,977,000
+12.5%
5,751
+0.7%
1.71%
-3.6%
Q3 2020$1,757,000
-12.0%
5,712
-18.9%
1.77%
-16.8%
Q2 2020$1,997,000
+18.2%
7,045
-1.2%
2.13%
+0.5%
Q1 2020$1,689,000
-22.4%
7,129
-3.1%
2.12%
-4.7%
Q4 2019$2,177,000
+4.7%
7,359
-3.5%
2.22%
-0.0%
Q3 2019$2,079,000
-2.9%
7,626
-4.1%
2.22%
+4.1%
Q2 2019$2,140,000
+0.3%
7,953
-3.3%
2.13%
+0.1%
Q1 2019$2,134,000
+8.6%
8,223
-3.8%
2.13%
-0.8%
Q4 2018$1,965,000
-15.7%
8,551
-2.1%
2.15%
+5.2%
Q3 2018$2,332,000
+4.3%
8,732
-2.5%
2.04%
+0.3%
Q2 2018$2,235,000
+2.9%
8,958
-0.1%
2.04%
+0.0%
Q1 2018$2,172,000
+53.6%
8,971
+55.7%
2.03%
+66.7%
Q4 2017$1,414,0005,7631.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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