Hillcrest Wealth Advisors - NY, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
Hillcrest Wealth Advisors - NY, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$38,039,278
-1.2%
96,866
+2.5%
21.67%
-4.7%
Q2 2023$38,506,695
+1.9%
94,546
-5.9%
22.74%
+1.5%
Q1 2023$37,791,274
+5.8%
100,490
-1.1%
22.40%
+4.9%
Q4 2022$35,711,603
+8.9%
101,644
+1.8%
21.34%
+2.6%
Q3 2022$32,788,000
-4.2%
99,871
+1.2%
20.80%
+0.2%
Q2 2022$34,234,000
-10.8%
98,691
+6.3%
20.77%
-2.3%
Q1 2022$38,360,000
+3.9%
92,846
+9.7%
21.25%
+7.0%
Q4 2021$36,937,000
+20.4%
84,607
+8.8%
19.86%
+9.2%
Q3 2021$30,667,000
+7.4%
77,757
+7.2%
18.19%
+5.2%
Q2 2021$28,555,000
+13.7%
72,562
+5.2%
17.29%
+12.9%
Q1 2021$25,117,000
+17.1%
68,947
+10.5%
15.31%
+6.7%
Q4 2020$21,449,000
+17.0%
62,407
+4.7%
14.35%
+10.1%
Q3 2020$18,330,000
+22.9%
59,580
+13.2%
13.03%
+0.9%
Q2 2020$14,916,000
+15.5%
52,625
-3.5%
12.91%
+0.2%
Q1 2020$12,919,000
-0.5%
54,552
+24.3%
12.88%
+19.3%
Q4 2019$12,980,000
+8.0%
43,880
-0.5%
10.80%
+4.5%
Q3 2019$12,018,000
+12.7%
44,088
+11.3%
10.34%
+15.1%
Q2 2019$10,660,000
+14.8%
39,608
+10.7%
8.98%
+10.2%
Q1 2019$9,289,000
+12.2%
35,790
-0.6%
8.15%
+6.0%
Q4 2018$8,277,00036,0157.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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