Inlet Private Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,329 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 2.11 and the average weighting 2.3%.

Quarter-by-quarter ownership
Inlet Private Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$323,585
-10.6%
824
-7.3%
0.11%
+16.5%
Q2 2023$362,072
-75.3%
889
-74.8%
0.09%
-75.1%
Q1 2022$1,463,000
-4.9%
3,5240.0%0.37%
-1.9%
Q4 2021$1,538,000
+10.6%
3,5240.0%0.37%0.0%
Q3 2021$1,390,000
+0.2%
3,5240.0%0.37%
+2.5%
Q2 2021$1,387,000
+9.5%
3,524
+1.3%
0.36%
+0.3%
Q1 2021$1,267,000
+5.9%
3,4790.0%0.36%
-7.2%
Q4 2020$1,196,000
+12.2%
3,479
+0.4%
0.39%
-5.8%
Q3 2020$1,066,000
-10.8%
3,465
-17.8%
0.42%
-13.0%
Q2 2020$1,195,000
+450.7%
4,215
+360.7%
0.48%
+372.3%
Q1 2020$217,000
-56.0%
915
-45.0%
0.10%
-38.0%
Q4 2019$493,0001,6650.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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