Newport Wealth Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,075 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.46 and the average weighting 2.4%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$3,279,000
-0.2%
8,314
-0.5%
1.98%
+4.4%
Q2 2021$3,287,000
+13.5%
8,353
+5.1%
1.90%
+5.7%
Q1 2021$2,896,000
+23.4%
7,949
+4.2%
1.80%
+2.3%
Q4 2020$2,347,000
-0.6%
7,6300.0%1.76%
-0.1%
Q3 2020$2,362,000
+25.9%
7,630
+15.3%
1.76%
+2.8%
Q2 2020$1,876,000
-28.1%
6,620
-33.8%
1.71%
-30.3%
Q1 2020$2,608,000
-54.3%
9,995
-48.1%
2.45%
-40.9%
Q4 2019$5,713,000
+46.1%
19,267
+34.4%
4.15%
+16.6%
Q3 2019$3,909,000
+59.6%
14,338
+60.1%
3.56%
+58.1%
Q2 2019$2,449,000
+22.9%
8,957
+18.3%
2.25%
+12.3%
Q1 2019$1,993,0007,5742.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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