Avondale Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,679 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.96 and the average weighting 2.4%.

Quarter-by-quarter ownership
Avondale Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,741,439
-3.6%
6,9810.0%2.41%
+0.8%
Q2 2023$2,843,222
+8.0%
6,981
-0.3%
2.39%
+5.1%
Q1 2023$2,633,242
-13.1%
7,002
-18.8%
2.27%
-13.6%
Q4 2022$3,029,253
+14.9%
8,622
+7.4%
2.63%
-8.5%
Q3 2022$2,636,000
+8.9%
8,030
+15.0%
2.87%
+2.4%
Q2 2022$2,421,000
-10.8%
6,980
+6.7%
2.81%
-11.9%
Q1 2022$2,715,000
-7.7%
6,539
-2.9%
3.19%
+7.2%
Q4 2021$2,940,000
+6.0%
6,735
-4.3%
2.98%
+9.9%
Q3 2021$2,774,000
+0.2%
7,0340.0%2.71%
+4.7%
Q2 2021$2,768,000
+8.0%
7,0340.0%2.59%
+2.6%
Q1 2021$2,562,000
+6.0%
7,0340.0%2.52%
-10.0%
Q4 2020$2,418,000
+11.7%
7,0340.0%2.80%
-14.4%
Q3 2020$2,164,000
-2.8%
7,034
-10.5%
3.27%
+3.4%
Q2 2020$2,227,000
+13.6%
7,859
-5.0%
3.16%
+2.2%
Q1 2020$1,960,000
-2.8%
8,275
+21.4%
3.10%
+4.7%
Q4 2019$2,016,000
-16.1%
6,815
-22.7%
2.96%
-25.4%
Q3 2019$2,404,000
-90.5%
8,819
-90.6%
3.97%
-78.6%
Q2 2019$25,252,000
+3.4%
93,820
-0.3%
18.57%
-1.1%
Q1 2019$24,414,000
+9.3%
94,066
-3.2%
18.77%
+1.2%
Q4 2018$22,337,000
-9.0%
97,199
+5.7%
18.55%
-20.1%
Q3 2018$24,556,000
+9.3%
91,952
+2.1%
23.22%
+24.6%
Q2 2018$22,468,000
+6.5%
90,048
+3.3%
18.63%
+7.6%
Q1 2018$21,103,00087,17317.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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