Wells Trecaso Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,307 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 2.5%.

Quarter-by-quarter ownership
Wells Trecaso Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$481,058
-3.6%
1,2250.0%0.21%
-0.5%
Q2 2023$498,918
+8.3%
1,2250.0%0.22%
+0.9%
Q1 2023$460,686
-10.2%
1,225
-16.1%
0.21%
-16.8%
Q4 2022$512,956
+13.2%
1,460
+5.8%
0.26%
+2.8%
Q3 2022$453,000
-21.6%
1,380
-17.1%
0.25%
-17.0%
Q2 2022$578,000
-16.4%
1,6650.0%0.30%
-2.6%
Q1 2022$691,000
-13.9%
1,665
-9.5%
0.31%
-11.7%
Q4 2021$803,000
+10.6%
1,8400.0%0.35%
+0.9%
Q3 2021$726,000
-1.6%
1,840
-1.9%
0.35%
-2.5%
Q2 2021$738,000
+8.1%
1,8750.0%0.36%
-1.4%
Q1 2021$683,000
+6.1%
1,8750.0%0.36%
+0.6%
Q4 2020$644,000
-2.4%
1,875
-12.6%
0.36%
-15.0%
Q3 2020$660,000
+8.6%
2,1450.0%0.42%
+0.5%
Q2 2020$608,000
+18.8%
2,145
-0.7%
0.42%
-8.1%
Q1 2020$512,000
-21.5%
2,160
-2.0%
0.46%
-3.2%
Q4 2019$652,000
+59.0%
2,205
+46.5%
0.47%
+44.0%
Q3 2019$410,000
+2.5%
1,505
+1.3%
0.33%
-0.6%
Q2 2019$400,000
+4.7%
1,485
+1.0%
0.33%
+2.5%
Q1 2019$382,000
+0.3%
1,470
-11.4%
0.32%
-11.8%
Q4 2018$381,000
-13.6%
1,660
+0.6%
0.36%
-0.5%
Q3 2018$441,000
+8.9%
1,650
+1.5%
0.37%
-3.7%
Q2 2018$405,000
+10.7%
1,625
+7.6%
0.38%
+9.2%
Q1 2018$366,0001,5100.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 679,459$181,449,000100.00%
E-L Financial Corp Ltd 1,653,680$571,396,00081.63%
Wall Capital Group, Inc. 534,604$142,766,00073.20%
Mangham Associates,LLC 322,637$86,160,00069.91%
Strategic Wealth Partners Group, LLC 19,373$3,241,784,00069.76%
TIFF ADVISORY SERVICES, LLC 415,437$110,942,00059.58%
JBF Capital, Inc. 1,458,168$389,404,00057.25%
Mercer Investments LLC 11,080$2,958,907,00055.72%
HM Capital Management, LLC 259,497$69,299,00052.94%
SCHRODERS IS Ltd 2,529,386$675,472,00044.25%
View complete list of VANGUARD INDEX FDS shareholders