Concentrum Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,403 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.92 and the average weighting 2.6%.

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 Q2 2020
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