Claro Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,723 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 3.20 and the average weighting 2.3%.

Quarter-by-quarter ownership
Claro Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,930,419
+7.6%
27,834
+11.6%
2.73%
+8.3%
Q2 2023$10,155,542
+45.7%
24,935
+34.5%
2.52%
+23.3%
Q1 2023$6,969,919
+3.6%
18,534
-3.2%
2.05%
-7.0%
Q4 2022$6,724,836
+22.9%
19,141
+21.3%
2.20%
+1.1%
Q3 2022$5,472,0000.0%15,7760.0%2.18%0.0%
Q2 2022$5,472,000
+25.5%
15,776
+58.0%
2.18%
+38.7%
Q1 2022$4,359,0000.0%9,9850.0%1.57%0.0%
Q4 2021$4,359,000
+32.7%
9,985
+19.8%
1.57%
+13.5%
Q3 2021$3,286,000
+6.3%
8,332
+6.0%
1.38%
-0.7%
Q2 2021$3,092,000
+32.7%
7,858
+22.9%
1.39%
+18.0%
Q1 2021$2,330,000
+29.0%
6,395
+21.7%
1.18%
+22.9%
Q4 2020$1,806,000
+147.1%
5,253
+121.0%
0.96%
+107.3%
Q3 2020$731,000
-5.9%
2,377
-13.3%
0.46%
-13.5%
Q2 2020$777,000
+1795.1%
2,742
+1692.2%
0.54%
+1521.2%
Q4 2018$41,0001530.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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