Alera Investment 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
Alera Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,446,661
-6.6%
21,509
-3.1%
1.39%
-28.5%
Q2 2023$9,044,499
+8.3%
22,2070.0%1.95%
+1.3%
Q1 2023$8,351,416
+4.0%
22,207
-2.8%
1.92%
+1.4%
Q4 2022$8,028,676
+16.1%
22,852
+8.5%
1.90%
-3.2%
Q3 2022$6,917,000
-2.8%
21,070
+2.7%
1.96%
-1.7%
Q2 2022$7,114,000
+30.0%
20,508
+55.6%
1.99%
+59.0%
Q1 2022$5,473,000
-5.0%
13,182
-0.2%
1.25%
-20.7%
Q4 2021$5,764,000
+9.5%
13,205
-1.1%
1.58%
+1.5%
Q3 2021$5,266,000
-0.3%
13,355
-0.5%
1.56%
-2.1%
Q2 2021$5,282,000
+7.2%
13,423
-0.8%
1.59%
-2.2%
Q1 2021$4,929,000
+7.1%
13,534
+1.1%
1.62%
+0.1%
Q4 2020$4,603,000
+12.1%
13,393
+0.3%
1.62%
-0.8%
Q3 2020$4,107,000
+7.9%
13,353
-0.5%
1.64%
-18.4%
Q2 2020$3,805,000
+2.3%
13,426
-14.5%
2.00%
-11.0%
Q1 2020$3,718,000
-22.8%
15,700
-3.6%
2.25%
+2.6%
Q4 2019$4,817,000
+6.6%
16,283
-1.7%
2.19%
-2.0%
Q3 2019$4,517,000
-0.8%
16,572
-2.1%
2.24%
-4.1%
Q2 2019$4,554,000
+3.0%
16,920
-0.7%
2.33%
+8.5%
Q1 2019$4,421,000
+0.2%
17,035
-11.3%
2.15%
-20.0%
Q4 2018$4,414,00019,2062.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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