Edge Capital Group, 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
Edge Capital Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$77,222,066
+15.0%
196,644
+19.2%
5.01%
+29.8%
Q2 2023$67,163,503
+4.6%
164,907
-3.4%
3.86%
-2.6%
Q1 2023$64,223,897
+6.5%
170,776
-0.5%
3.96%
-6.1%
Q4 2022$60,331,291
+9.4%
171,718
+2.2%
4.21%
-7.1%
Q3 2022$55,139,000
-5.9%
167,953
-0.6%
4.54%
-10.5%
Q2 2022$58,612,000
-22.2%
168,967
-6.9%
5.07%
-1.8%
Q1 2022$75,311,000
-0.3%
181,397
+4.9%
5.16%
-3.6%
Q4 2021$75,525,000
+18.6%
172,995
+7.2%
5.36%
+5.7%
Q3 2021$63,674,000
+0.1%
161,446
-0.2%
5.06%
-0.4%
Q2 2021$63,641,000
+6.3%
161,722
-1.6%
5.08%
+1.4%
Q1 2021$59,891,000
-5.5%
164,400
-10.9%
5.01%
-6.1%
Q4 2020$63,392,000
+9.6%
184,446
-1.9%
5.34%
-7.6%
Q3 2020$57,824,000
-6.5%
187,955
-13.8%
5.78%
-10.7%
Q2 2020$61,832,000
+35.7%
218,155
+13.4%
6.47%
+18.9%
Q1 2020$45,576,000
+123.9%
192,452
+179.6%
5.44%
+174.6%
Q4 2019$20,357,000
+18.9%
68,822
+9.5%
1.98%
+14.3%
Q3 2019$17,126,000
+98.5%
62,824
+96.0%
1.73%
+108.9%
Q2 2019$8,627,000
+7.0%
32,054
+3.2%
0.83%
+4.4%
Q1 2019$8,059,000
+12.2%
31,050
-0.7%
0.79%
+1.8%
Q4 2018$7,185,00031,2630.78%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders