Bay Harbor Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,081 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
Bay Harbor Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,015
+4.4%
80.0%0.00%0.0%
Q1 2024$3,845
+10.0%
80.0%0.00%0.0%
Q4 2023$3,494
+10.8%
80.0%0.00%0.0%
Q3 2023$3,153
-3.6%
80.0%0.00%0.0%
Q2 2023$3,270
+8.7%
80.0%0.00%0.0%
Q1 2023$3,008
+100166.7%
80.0%0.00%0.0%
Q4 2022$3
-99.9%
80.0%0.00%0.0%
Q3 2022$3,0000.0%80.0%0.00%0.0%
Q2 2022$3,0000.0%80.0%0.00%0.0%
Q1 2022$3,000
-40.0%
8
-42.9%
0.00%
-50.0%
Q4 2020$5,000
+400.0%
14
+366.7%
0.00%
Q3 2020$1,000
-90.0%
3
-91.2%
0.00%
-100.0%
Q2 2020$10,000
-98.6%
34
-98.9%
0.01%
-98.9%
Q1 2020$720,000
-23.3%
3,040
-4.3%
0.44%
-13.8%
Q4 2019$939,000
+8.3%
3,176
-0.2%
0.51%
-2.1%
Q3 2019$867,000
+35.5%
3,182
+33.8%
0.52%
+30.5%
Q2 2019$640,000
+2.6%
2,379
-1.1%
0.40%
-6.6%
Q1 2019$624,000
+15.3%
2,405
+2.2%
0.42%
-1.4%
Q4 2018$541,0002,3540.43%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
GLOBE LIFE INC. 703,875$166,692,000100.00%
E-L Financial Corp Ltd 1,675,864$555,549,000100.00%
Parplus Partners 1,449$343,000100.00%
UNIVERSITY OF CHICAGO 36,353$8,609,00095.55%
Mercer Investments LLC 17,821$4,220,00082.41%
Mangham Associates,LLC 280,682$66,471,00076.68%
SCHRODERS IS Ltd 901,134$213,406,00073.09%
JBF Capital, Inc. 1,458,168$345,323,00066.02%
Sciencast Management LP 903,374$207,360,00058.18%
HM Capital Management, LLC 312,296$73,958,00054.51%
View complete list of VANGUARD INDEX FDS shareholders