Benchmark Financial Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
Benchmark Financial Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$405,871
-2.8%
1,034
+0.9%
0.19%
-1.5%
Q2 2023$417,525
+6.4%
1,025
-1.7%
0.19%
-4.0%
Q1 2023$392,389
+7.4%
1,043
+0.3%
0.20%
+1.5%
Q4 2022$365,306
+8.7%
1,040
+1.6%
0.20%
+0.5%
Q3 2022$336,000
-17.8%
1,024
-13.1%
0.20%
-5.7%
Q2 2022$409,000
+44.0%
1,179
+72.4%
0.21%
+73.6%
Q1 2022$284,000
-6.0%
684
-1.2%
0.12%
-4.0%
Q4 2021$302,000
+11.4%
692
+0.6%
0.13%
-2.3%
Q3 2021$271,000
+1.9%
688
+1.9%
0.13%
+1.6%
Q2 2021$266,000
-26.7%
675
-36.1%
0.13%
-36.5%
Q4 2020$363,000
+9.0%
1,056
-2.3%
0.20%
-7.0%
Q3 2020$333,000
+9.2%
1,081
+0.5%
0.22%
-4.0%
Q2 2020$305,000
+45.2%
1,076
+21.0%
0.22%
+6.2%
Q1 2020$210,000
-1.4%
889
+23.6%
0.21%
+19.9%
Q4 2019$213,0007190.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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