Advisor OS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$49,556,184
+98.7%
126,193
+106.0%
7.43%
+82.0%
Q2 2023$24,944,325
+348.4%
61,246
+314.0%
4.08%
+205.7%
Q1 2023$5,562,940
+15.4%
14,792
+7.8%
1.34%
+4.2%
Q4 2022$4,822,620
+7.9%
13,725
+0.8%
1.28%
-5.0%
Q3 2022$4,470,000
-4.7%
13,615
+0.7%
1.35%
-1.5%
Q2 2022$4,691,000
-22.3%
13,521
-7.1%
1.37%
-21.7%
Q1 2022$6,039,000
-59.7%
14,547
-57.6%
1.75%
-42.8%
Q4 2021$14,986,000
-18.8%
34,325
-26.6%
3.06%
-23.8%
Q3 2021$18,451,000
-14.2%
46,783
-14.4%
4.01%
-10.1%
Q2 2021$21,504,000
+14.1%
54,646
+5.7%
4.46%
+4.5%
Q1 2021$18,839,000
-60.6%
51,712
-76.3%
4.27%
-66.7%
Q4 2020$47,794,000
+4009.5%
218,653
+5225.2%
12.83%
+1750.8%
Q2 2020$1,163,0004,1060.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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