9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,075 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.46 and the average weighting 2.4%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,743,900
-3.9%
4,441
-0.3%
0.34%
-0.6%
Q2 2023$1,813,875
-14.7%
4,454
-21.3%
0.34%
-20.7%
Q1 2023$2,126,913
+4.3%
5,656
-2.5%
0.43%
-2.5%
Q4 2022$2,038,285
+3.3%
5,801
-3.5%
0.44%
-12.7%
Q3 2022$1,974,000
-19.2%
6,013
-14.6%
0.50%
-19.5%
Q2 2022$2,443,000
-25.1%
7,043
-10.4%
0.63%
-17.2%
Q1 2022$3,262,000
+2.8%
7,857
+8.1%
0.76%
+4.0%
Q4 2021$3,173,000
+59.4%
7,268
+44.1%
0.73%
+37.1%
Q3 2021$1,990,000
+25.4%
5,045
+25.1%
0.53%
+24.4%
Q2 2021$1,587,000
-50.2%
4,032
-53.9%
0.43%
-55.4%
Q1 2021$3,186,000
+68.9%
8,745
+59.4%
0.96%
+55.6%
Q4 2020$1,886,000
+13.8%
5,487
-0.7%
0.62%
-1.8%
Q3 2020$1,657,000
+4.1%
5,527
-1.5%
0.63%
-2.9%
Q2 2020$1,591,000
+4.7%
5,613
-2.5%
0.64%
-3.4%
Q1 2020$1,519,000
-6.1%
5,757
+5.3%
0.67%
+12.6%
Q4 2019$1,617,000
+28.6%
5,467
+18.6%
0.59%
-39.5%
Q3 2019$1,257,000
-0.2%
4,611
-1.4%
0.98%
-3.4%
Q2 2019$1,259,000
+1.9%
4,677
-1.8%
1.01%
-3.4%
Q1 2019$1,236,000
-24.0%
4,762
-32.8%
1.05%
-33.2%
Q4 2018$1,627,0007,0821.57%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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