PRW Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,318 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 2.01 and the average weighting 2.7%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$383,006
-99.3%
1,003
-99.6%
0.15%
-99.2%
Q2 2023$51,326,520
+18128.6%
236,169
+31944.6%
17.62%
+15920.9%
Q1 2023$281,571
+16.4%
7370.0%0.11%
-4.3%
Q3 2022$242,000
-12.9%
737
-7.9%
0.12%
-29.4%
Q2 2022$278,000
-62.9%
800
-55.7%
0.16%
-50.9%
Q1 2022$749,000
-5.8%
1,804
-0.9%
0.33%
-10.3%
Q4 2021$795,000
+12.1%
1,821
+1.3%
0.37%
+4.2%
Q3 2021$709,000
+102.0%
1,798
+101.8%
0.36%
+244.7%
Q2 2021$351,000
+21.0%
891
+11.8%
0.10%
-27.5%
Q1 2021$290,000
-54.4%
797
-56.9%
0.14%
-60.3%
Q4 2020$636,000
+11.8%
1,8510.0%0.36%
-12.0%
Q3 2020$569,000
+124.0%
1,851
+106.4%
0.41%
+101.5%
Q2 2020$254,000
+19.8%
8970.0%0.20%
-21.4%
Q1 2020$212,000
-20.0%
8970.0%0.26%
-14.6%
Q4 2019$265,000
+8.2%
8970.0%0.30%
+1.0%
Q3 2019$245,000
+1.7%
8970.0%0.30%
+11.6%
Q2 2019$241,000
+3.4%
8970.0%0.27%
+23.0%
Q1 2019$233,000
+13.1%
8970.0%0.22%
-15.2%
Q4 2018$206,0008970.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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