TrinityPoint Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$404,224
+3.5%
1,029
+7.3%
0.08%
+5.3%
Q2 2023$390,735
-5.0%
959
-12.3%
0.08%
-13.6%
Q1 2023$411,186
+34.0%
1,093
+25.2%
0.09%
+25.7%
Q4 2022$306,741
+9.2%
873
+2.1%
0.07%
+9.4%
Q3 2022$281,000
+39.1%
855
+46.7%
0.06%
+42.2%
Q2 2022$202,000
-21.7%
583
-6.1%
0.04%
-4.3%
Q1 2022$258,000
-10.1%
621
-5.6%
0.05%
-7.8%
Q4 2021$287,000
-13.6%
658
-21.9%
0.05%
-20.3%
Q3 2021$332,000
+0.3%
842
+0.1%
0.06%
-5.9%
Q2 2021$331,000
-1.5%
841
-8.7%
0.07%
-12.8%
Q1 2021$336,000
+3.4%
9210.0%0.08%0.0%
Q4 2020$325,000
+19.0%
921
+3.8%
0.08%
+2.6%
Q3 2020$273,000
+0.7%
887
-7.2%
0.08%
-11.6%
Q2 2020$271,000
+19.9%
9560.0%0.09%
-4.4%
Q1 2020$226,000
-12.7%
956
+9.0%
0.09%
+3.4%
Q4 2019$259,000
+4.9%
8770.0%0.09%
+1.2%
Q3 2019$247,000
+2.1%
877
+0.1%
0.09%
-25.9%
Q2 2019$242,000
-27.5%
876
-31.9%
0.12%
-29.3%
Q1 2019$334,000
-16.3%
1,286
-26.0%
0.16%
-33.1%
Q4 2018$399,0001,7370.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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