Selective Wealth Management, Inc. - 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
Selective Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$56,230,493
+16.0%
130,942
+5.4%
28.32%
+6.4%
Q3 2023$48,476,021
-3.9%
124,221
-0.5%
26.63%
+5.8%
Q2 2023$50,439,824
+34.2%
124,860
+20.9%
25.16%
+26.8%
Q4 2022$37,573,891
+50.1%
103,307
+35.5%
19.84%
+84.9%
Q3 2022$25,032,000
+6.6%
76,247
+12.6%
10.73%
+28.3%
Q2 2022$23,491,000
+414.6%
67,720
+515.9%
8.36%
+405.5%
Q1 2022$4,565,000
-10.2%
10,996
-5.5%
1.65%
-20.3%
Q4 2021$5,081,000
+85.6%
11,639
+67.7%
2.07%
+43.0%
Q3 2021$2,737,000
+56.7%
6,940
+56.3%
1.45%
+4.2%
Q2 2021$1,747,000
+8.0%
4,4400.0%1.39%
-5.4%
Q1 2021$1,617,000
-11.1%
4,440
-16.1%
1.47%
+25.3%
Q4 2020$1,819,000
+11.7%
5,2930.0%1.17%
-8.1%
Q3 2020$1,628,000
+794.5%
5,293
+723.2%
1.28%
+745.7%
Q2 2020$182,000
+2175.0%
643
+2043.3%
0.15%
+1272.7%
Q3 2019$8,000300.01%
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