Concentrum Wealth Management - 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
Concentrum Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$203,000
+0.5%
5140.0%0.13%
-1.5%
Q2 2021$202,000
-40.8%
514
-64.3%
0.13%
-71.6%
Q1 2020$341,000
-47.8%
1,440
-34.8%
0.46%
-37.7%
Q4 2019$653,000
+8.5%
2,2090.0%0.74%
-3.4%
Q3 2019$602,000
-4.1%
2,209
-5.4%
0.76%
+1.2%
Q2 2019$628,0002,3350.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders