Lake Point Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,329 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 2.11 and the average weighting 2.3%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$18,585,000
+3149.1%
53,577
+3788.0%
10.56%
+3884.2%
Q1 2022$572,000
-6.7%
1,378
-1.8%
0.26%
-1.1%
Q4 2021$613,000
+10.5%
1,403
-0.2%
0.27%
+4.7%
Q3 2021$555,000
+0.4%
1,4060.0%0.26%
-0.8%
Q2 2021$553,000
+69.6%
1,406
+2.0%
0.26%
-10.1%
Q1 2020$326,000
-25.1%
1,378
-6.3%
0.29%
+97.9%
Q4 2019$435,000
+1400.0%
1,470
+1286.8%
0.14%
+1350.0%
Q2 2019$29,0000.0%1060.0%0.01%0.0%
Q1 2019$29,000
-97.8%
106
-98.1%
0.01%
-97.9%
Q4 2018$1,300,0005,6570.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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