Global Retirement Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 691 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.86 and the average weighting 2.6%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25,469,866
-7.3%
65,267
-3.3%
1.28%
-4.5%
Q2 2023$27,488,879
+15.6%
67,494
+4.3%
1.34%
+6.3%
Q1 2023$23,775,269
+27.6%
64,704
+22.0%
1.26%
-1.3%
Q4 2022$18,633,850
+14.2%
53,037
+15.4%
1.28%
+3.6%
Q3 2022$16,310,000
+0.3%
45,951
-2.0%
1.24%
-5.4%
Q2 2022$16,267,000
-10.8%
46,895
-6.9%
1.31%
-8.9%
Q1 2022$18,246,000
+19.0%
50,378
+29.6%
1.43%
-5.5%
Q3 2021$15,336,000
+3.4%
38,886
+3.1%
1.52%
-0.2%
Q2 2021$14,837,000
+7.4%
37,703
-0.6%
1.52%
-6.1%
Q1 2021$13,819,000
+5.4%
37,933
-0.5%
1.62%
-1.5%
Q4 2020$13,108,000
+7.4%
38,140
-3.8%
1.64%
-8.1%
Q3 2020$12,203,000
+16.7%
39,665
+7.5%
1.79%
+7.0%
Q2 2020$10,459,000
+34.6%
36,902
+12.5%
1.67%
+13.5%
Q1 2020$7,771,000
-14.6%
32,813
+6.7%
1.47%
+5.5%
Q4 2019$9,099,000
+12.4%
30,762
+3.6%
1.39%
+4.7%
Q3 2019$8,097,000
+2.5%
29,704
+1.2%
1.33%
-12.0%
Q2 2019$7,897,000
+23.4%
29,342
+19.0%
1.51%
-2.3%
Q1 2019$6,399,000
+25.8%
24,655
+11.4%
1.55%
+19.1%
Q4 2018$5,086,000
+29.9%
22,132
+51.0%
1.30%
+46.9%
Q3 2018$3,914,000
+4.2%
14,658
-2.6%
0.88%
-6.7%
Q2 2018$3,755,000
+196.8%
15,050
+188.0%
0.95%
+171.9%
Q1 2018$1,265,000
+2.2%
5,226
+3.5%
0.35%
+2.6%
Q4 2017$1,238,000
+49.5%
5,048
+40.7%
0.34%
-0.6%
Q3 2017$828,000
-9.0%
3,588
-12.4%
0.34%
-20.1%
Q2 2017$910,000
+0.4%
4,097
-2.2%
0.43%
-15.4%
Q1 2017$906,000
+29.6%
4,189
+23.0%
0.51%
+7.7%
Q4 2016$699,0003,4060.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2017
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