SlateStone Wealth, 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
SlateStone Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$727
-3.5%
1,850
+0.1%
0.11%
-24.8%
Q2 2023$753
+54.6%
1,849
+42.8%
0.14%
+39.6%
Q1 2023$487
-99.9%
1,295
-17.3%
0.10%
-24.1%
Q4 2022$549,849
+29.1%
1,565
+20.6%
0.13%
+17.7%
Q3 2022$426,000
-5.1%
1,298
+0.4%
0.11%
-1.7%
Q2 2022$449,000
-20.0%
1,293
-4.3%
0.12%
-8.0%
Q1 2022$561,000
+3.7%
1,351
+9.0%
0.12%
+7.8%
Q4 2021$541,000
+10.6%
1,2400.0%0.12%
+3.6%
Q3 2021$489,000
-1.4%
1,240
-1.6%
0.11%
-0.9%
Q2 2021$496,000
+0.4%
1,260
-7.0%
0.11%
-7.4%
Q1 2021$494,000
+6.0%
1,3550.0%0.12%
+5.2%
Q4 2020$466,000
-96.4%
1,355
-96.8%
0.12%
-95.8%
Q3 2020$12,938,000
+3.4%
42,055
-4.7%
2.79%
-0.1%
Q2 2020$12,511,000
+19.7%
44,1400.0%2.80%
-5.9%
Q1 2020$10,453,000
-19.9%
44,1400.0%2.97%
-0.4%
Q4 2019$13,057,000
+8.4%
44,140
-0.1%
2.99%
-15.1%
Q3 2019$12,046,000
+0.6%
44,189
-0.7%
3.52%
+4.2%
Q2 2019$11,980,000
+3.7%
44,5100.0%3.37%
-4.9%
Q1 2019$11,552,000
+12.9%
44,5100.0%3.55%
-24.6%
Q4 2018$10,229,00044,5104.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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