Sound Income Strategies, LLC - 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
Sound Income Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$980,413
+43.4%
2,497
+48.8%
0.08%
+18.6%
Q2 2023$683,563
+12.2%
1,678
+3.6%
0.07%
+6.1%
Q1 2023$609,370
+24.4%
1,620
+16.2%
0.07%
+6.5%
Q4 2022$489,809
+2.9%
1,394
-3.9%
0.06%
-10.1%
Q3 2022$476,000
-29.4%
1,450
-25.3%
0.07%
-23.3%
Q2 2022$674,000
-24.0%
1,942
-9.1%
0.09%
-11.8%
Q1 2022$887,000
+8.4%
2,137
+14.1%
0.10%
+6.2%
Q4 2021$818,000
+21.7%
1,873
+9.9%
0.10%
+10.3%
Q3 2021$672,000
-0.9%
1,704
-1.1%
0.09%
-11.2%
Q2 2021$678,000
-99.5%
1,723
+334.0%
0.10%
+308.3%
Q1 2021$144,616,000
+307593.6%
397
+189.8%
0.02%
+140.0%
Q4 2020$47,000
+11.9%
1370.0%0.01%
-9.1%
Q3 2020$42,000
+7.7%
1370.0%0.01%
-8.3%
Q2 2020$39,000
+21.9%
1370.0%0.01%
+9.1%
Q1 2020$32,000
-36.0%
137
-18.5%
0.01%
+37.5%
Q4 2019$50,000
+284.6%
168
+257.4%
0.01%
+100.0%
Q3 2019$13,0000.0%470.0%0.00%0.0%
Q2 2019$13,000
+8.3%
470.0%0.00%
-20.0%
Q1 2019$12,000
-78.2%
47
-79.4%
0.01%
-86.1%
Q1 2018$55,0002280.04%
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