Selective Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

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 Q1 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