Insight Wealth Strategies, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$466,085
+2.2%
1,187
+6.0%
0.09%
+3.4%
Q2 2023$456,042
+6.6%
1,120
-1.5%
0.09%
+3.6%
Q1 2023$427,774
+9.3%
1,137
+2.1%
0.08%
+10.5%
Q4 2022$391,416
+12.2%
1,114
+10.7%
0.08%
+16.9%
Q3 2022$349,0000.0%1,0060.0%0.06%0.0%
Q2 2022$349,000
-16.3%
1,0060.0%0.06%
+6.6%
Q1 2022$417,000
-4.8%
1,006
+0.4%
0.06%
-1.6%
Q4 2021$438,000
+11.5%
1,002
+0.7%
0.06%
+12.7%
Q3 2021$393,000
+0.8%
995
+0.3%
0.06%0.0%
Q2 2021$390,000
+3.2%
992
-4.4%
0.06%
+7.8%
Q1 2021$378,000
+6.2%
1,038
+0.3%
0.05%
-15.0%
Q4 2020$356,000
+12.7%
1,035
+0.8%
0.06%
+1.7%
Q3 2020$316,000
+12.1%
1,027
+3.3%
0.06%
-6.3%
Q2 2020$282,000
-2.8%
994
-18.8%
0.06%
-18.2%
Q1 2020$290,000
-52.4%
1,224
-40.5%
0.08%
-40.3%
Q4 2019$609,000
+105.7%
2,058
+89.3%
0.13%
+84.3%
Q3 2019$296,000
-26.2%
1,087
-27.1%
0.07%
-28.6%
Q2 2019$401,0001,4910.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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