Leonard Rickey Investment Advisors P.L.L.C. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

Quarter-by-quarter ownership
Leonard Rickey Investment Advisors P.L.L.C. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,356,402
-2.7%
3,454
+1.0%
0.44%
-15.4%
Q2 2023$1,393,327
+2.9%
3,421
-5.0%
0.52%
-0.6%
Q1 2023$1,354,625
+2.5%
3,602
-4.2%
0.53%
-5.5%
Q4 2022$1,321,520
+8.9%
3,761
+1.8%
0.56%
-1.8%
Q3 2022$1,213,000
-6.5%
3,696
-1.3%
0.57%
+0.2%
Q2 2022$1,298,000
-17.8%
3,743
-1.6%
0.57%
-5.5%
Q1 2022$1,579,000
-6.1%
3,804
-1.3%
0.60%
-2.4%
Q4 2021$1,682,000
+13.3%
3,853
+2.4%
0.62%
-1.1%
Q3 2021$1,484,000
-1.5%
3,7630.0%0.62%
-4.3%
Q2 2021$1,507,000
+8.7%
3,763
-1.1%
0.65%
+17.1%
Q1 2021$1,386,000
+8.2%
3,803
+2.0%
0.56%
-4.6%
Q4 2020$1,281,000
+15.1%
3,727
+3.1%
0.58%
-16.2%
Q3 2020$1,113,000
+34.6%
3,616
+23.9%
0.70%
+29.4%
Q2 2020$827,000
+27.8%
2,918
+6.9%
0.54%
+7.2%
Q1 2020$647,000
+15.3%
2,730
+43.8%
0.50%
+48.1%
Q4 2019$561,000
+10.2%
1,898
+1.7%
0.34%
+0.3%
Q3 2019$509,000
-8.6%
1,866
-9.9%
0.34%
-9.9%
Q2 2019$557,0002,0700.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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