WealthOne, 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
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$826,635
-34.2%
2,105
-31.8%
0.33%
-27.5%
Q2 2023$1,256,458
+7.0%
3,085
-1.2%
0.46%
+0.4%
Q1 2023$1,174,466
+1.0%
3,123
-5.6%
0.46%
-2.8%
Q4 2022$1,162,935
+6.6%
3,310
-0.4%
0.47%
+0.2%
Q3 2022$1,091,000
-4.6%
3,324
+0.8%
0.47%
+0.6%
Q2 2022$1,144,000
-17.4%
3,299
-1.1%
0.47%
-4.1%
Q1 2022$1,385,000
+61.4%
3,336
+69.7%
0.49%
+64.9%
Q4 2021$858,000
-53.5%
1,966
-58.0%
0.30%
-57.2%
Q3 2021$1,847,000
-1.4%
4,683
-1.6%
0.69%
-5.5%
Q2 2021$1,873,000
-0.7%
4,760
-8.1%
0.73%
-9.7%
Q1 2021$1,886,000
+25.7%
5,177
+18.6%
0.81%
+12.0%
Q4 2020$1,500,000
+51.4%
4,365
+35.5%
0.72%
+29.7%
Q3 2020$991,000
-1.1%
3,222
-8.9%
0.56%
-9.3%
Q2 2020$1,002,000
+21.3%
3,536
+1.4%
0.62%
-2.8%
Q1 2020$826,000
-26.9%
3,488
-8.7%
0.63%
-10.1%
Q4 2019$1,130,000
+19.5%
3,820
+10.1%
0.70%
+4.0%
Q3 2019$946,000
+1.6%
3,471
+0.4%
0.68%
+2.7%
Q2 2019$931,000
+2.0%
3,458
-1.7%
0.66%
-36.1%
Q1 2019$913,000
+14.0%
3,518
+0.9%
1.03%
+47.1%
Q4 2018$801,0003,4850.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
GLOBE LIFE INC. 679,459$181,449,000100.00%
E-L Financial Corp Ltd 1,653,680$571,396,00081.63%
Wall Capital Group, Inc. 534,604$142,766,00073.20%
Mangham Associates,LLC 322,637$86,160,00069.91%
Strategic Wealth Partners Group, LLC 19,373$3,241,784,00069.76%
TIFF ADVISORY SERVICES, LLC 415,437$110,942,00059.58%
JBF Capital, Inc. 1,458,168$389,404,00057.25%
Mercer Investments LLC 11,080$2,958,907,00055.72%
HM Capital Management, LLC 259,497$69,299,00052.94%
SCHRODERS IS Ltd 2,529,386$675,472,00044.25%
View complete list of VANGUARD INDEX FDS shareholders