CM WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,203 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 2.4%.

Quarter-by-quarter ownership
CM WEALTH ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$23,297,025
-9.8%
56,516
-8.2%
8.98%
+6.0%
Q2 2023$25,835,861
+121629.5%
61,533
+7.7%
8.47%
+106.3%
Q1 2023$21,224
-99.9%
57,140
+5.1%
4.11%
-57.9%
Q4 2022$19,115,900
+6.6%
54,3850.0%9.76%
-1.8%
Q3 2022$17,934,498
-5.3%
54,3850.0%9.94%
-14.3%
Q2 2022$18,942,95454,38511.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 735,176$276,477,571100.00%
E-L Financial Corp Ltd 1,653,683$840,980,370100.00%
Standard Family Office LLC 125,136$47,059,89686.02%
AXIS CAPITAL HOLDINGS LTD 284,972$107,169,42070.54%
Liquid Strategies, LLC 598,486$225,072,63061.19%
Fairfield University 145,978$54,898,10948.09%
Trevian Wealth Management LLC 134,772$50,68447.40%
JBF Capital, Inc. 509,121$191,465,13443.41%
Acorns Advisers, LLC 7,694,526$2,893,68042.05%
WELCH CAPITAL PARTNERS LLC/NY 364,783$137,18441.12%
View complete list of VANGUARD INDEX FDS shareholders