Altium Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$167,472,000
-13.1%
482,795
+4.0%
12.06%
-2.9%
Q1 2022$192,736,000
+7.4%
464,234
+13.0%
12.42%
+7.4%
Q4 2021$179,385,000
+8.2%
410,897
-2.3%
11.56%
-2.4%
Q3 2021$165,800,000
+0.7%
420,386
+0.4%
11.84%
-1.9%
Q2 2021$164,705,000
+3.6%
418,541
-4.1%
12.07%
-5.3%
Q1 2021$158,951,000
-3.7%
436,317
-9.1%
12.75%
-12.6%
Q4 2020$164,977,000
+18.1%
480,016
+5.7%
14.58%
+0.5%
Q3 2020$139,674,000
+8.5%
454,002
-0.0%
14.52%
+0.4%
Q2 2020$128,716,000
+34.2%
454,138
+12.1%
14.46%
+10.0%
Q1 2020$95,930,000
-18.0%
405,075
+2.4%
13.15%
-6.1%
Q4 2019$117,009,000
+16.9%
395,568
+7.7%
14.00%
+3.8%
Q3 2019$100,087,000
+10.0%
367,158
+8.6%
13.48%
+2.2%
Q2 2019$91,013,000
+15.8%
338,148
+11.7%
13.20%
+5.3%
Q1 2019$78,563,000
+28.6%
302,701
+13.9%
12.53%
+7.3%
Q4 2018$61,075,000
+0.3%
265,763
+16.6%
11.68%
+0.0%
Q3 2018$60,891,000
+43.3%
228,012
+33.9%
11.68%
+3.0%
Q2 2018$42,483,000
+40.0%
170,266
+35.8%
11.34%
-5.0%
Q1 2018$30,344,000
+15.8%
125,350
+17.3%
11.94%
-0.4%
Q4 2017$26,204,000106,82811.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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