Lucia Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 901 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.93 and the average weighting 2.5%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$427,000
+8.7%
1,3870.0%0.10%
-3.8%
Q2 2020$393,000
+19.8%
1,3870.0%0.10%
-3.7%
Q1 2020$328,000
-20.0%
1,3870.0%0.11%
-14.3%
Q4 2019$410,000
+8.5%
1,3870.0%0.13%0.0%
Q3 2019$378,000
+1.3%
1,3870.0%0.13%
-1.6%
Q2 2019$373,000
+3.6%
1,3870.0%0.13%
+4.1%
Q1 2019$360,000
+12.9%
1,3870.0%0.12%
-18.0%
Q4 2018$319,000
+86.5%
1,387
+102.5%
0.15%
+100.0%
Q2 2018$171,0006850.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
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