Brio Consultants, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$42,391,244
-1.1%
107,948
+2.5%
7.96%
+2.7%
Q2 2023$42,883,534
+1119.2%
105,293
+1025.8%
7.75%
+1090.9%
Q1 2023$3,517,229
+2.0%
9,353
-4.7%
0.65%
-5.2%
Q4 2022$3,449,574
-14.6%
9,818
-15.4%
0.69%
-19.6%
Q3 2022$4,040,000
-32.5%
11,606
-32.4%
0.85%
-37.1%
Q2 2022$5,984,000
-44.4%
17,177
-33.8%
1.36%
-40.9%
Q1 2022$10,765,000
+0.9%
25,929
+6.1%
2.30%
-8.4%
Q4 2021$10,666,000
+17.3%
24,431
+6.0%
2.51%
+13.6%
Q3 2021$9,093,000
+4.0%
23,057
+3.7%
2.21%
-1.3%
Q2 2021$8,746,000
+29.2%
22,225
+19.6%
2.24%
+12.1%
Q1 2021$6,770,000
+22.9%
18,583
+16.0%
1.99%
+12.1%
Q4 2020$5,508,000
+11.5%
16,025
-0.2%
1.78%
+19.2%
Q3 2020$4,942,000
+15.1%
16,064
+6.0%
1.49%
+4.0%
Q2 2020$4,294,000
+1667.1%
15,150
+1747.6%
1.43%
+1648.8%
Q4 2019$243,000
+10.0%
820
+1.4%
0.08%
-1.2%
Q3 2019$221,0008090.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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