AJ WEALTH STRATEGIES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$153,517,139
+68.5%
376,933
+55.6%
7.42%
+56.2%
Q1 2023$91,099,352
+108065.7%
242,240
+1.1%
4.75%
+7.3%
Q4 2022$84,222
-99.9%
239,716
-25.0%
4.42%
-27.6%
Q3 2022$104,870,000
+35.9%
319,434
+43.5%
6.11%
+50.3%
Q2 2022$77,192,000
-38.1%
222,531
-26.0%
4.07%
-33.9%
Q1 2022$124,778,000
-6.9%
300,546
-2.1%
6.15%
-3.4%
Q4 2021$133,990,000
+14.2%
306,914
+3.1%
6.37%
+0.5%
Q3 2021$117,362,000
+14.8%
297,571
+14.6%
6.34%
+3.9%
Q2 2021$102,223,000
+19.0%
259,765
+10.1%
6.10%
-0.1%
Q1 2021$85,931,000
+14.0%
235,881
+7.6%
6.11%
-6.8%
Q4 2020$75,364,000
+21.6%
219,279
+8.8%
6.55%
+3.8%
Q3 2020$61,978,000
+8.2%
201,457
-0.3%
6.31%
-0.7%
Q2 2020$57,288,000
+24.9%
202,123
+4.4%
6.36%
+2.3%
Q1 2020$45,851,000
-9.1%
193,610
+13.6%
6.22%
+5.5%
Q4 2019$50,414,000
+11.8%
170,434
+3.0%
5.89%
-1.0%
Q3 2019$45,100,000
+11.9%
165,443
+10.5%
5.95%
+0.1%
Q2 2019$40,307,000
+6.5%
149,755
+2.7%
5.94%
-5.0%
Q1 2019$37,831,000
+28.8%
145,761
+14.0%
6.26%
+10.4%
Q4 2018$29,378,000
-9.2%
127,836
+5.5%
5.67%
-5.3%
Q3 2018$32,356,000
+15.4%
121,162
+7.8%
5.98%
+3.5%
Q2 2018$28,043,000
+15.4%
112,392
+12.0%
5.78%
-0.3%
Q1 2018$24,295,000
+10.9%
100,360
+12.3%
5.80%
+6.1%
Q4 2017$21,913,000
+19.4%
89,333
+12.3%
5.47%
-8.3%
Q3 2017$18,351,000
+14.8%
79,522
+10.5%
5.96%
-1.7%
Q2 2017$15,987,000
+11.3%
71,994
+8.4%
6.06%
-2.9%
Q1 2017$14,363,000
+36.0%
66,387
+29.1%
6.25%
+14.6%
Q4 2016$10,559,00051,4325.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders