LIBERTY WEALTH MANAGEMENT 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,440
-99.9%
8,759
+3.9%
0.86%
+0.8%
Q2 2023$3,435,117
+10.0%
8,434
+1.5%
0.85%
+31.6%
Q1 2023$3,123,746
+18.2%
8,306
+3.2%
0.64%
-8.5%
Q3 2022$2,643,000
-4.4%
8,052
+1.0%
0.70%
-37.2%
Q2 2022$2,766,000
-16.6%
7,976
-0.1%
1.12%
-6.3%
Q1 2022$3,316,000
-18.0%
7,987
-13.8%
1.20%
+580.1%
Q4 2021$4,046,000
+22.6%
9,270
+10.8%
0.18%
-85.0%
Q3 2021$3,300,000
+5.0%
8,366
+0.6%
1.18%
-3.7%
Q2 2021$3,142,000
-6.9%
8,320
-14.8%
1.22%
-25.8%
Q1 2021$3,375,0000.0%9,7620.0%1.65%
-0.2%
Q4 2020$3,375,000
-3.7%
9,762
-14.3%
1.65%
-20.0%
Q3 2020$3,504,000
+7.4%
11,390
-1.0%
2.07%
-10.0%
Q2 2020$3,262,000
+19.7%
11,5090.0%2.30%
-3.6%
Q1 2020$2,726,000
-16.2%
11,509
+4.7%
2.38%
-7.1%
Q4 2019$3,252,000
+9.8%
10,995
+1.2%
2.56%
-8.6%
Q3 2019$2,962,000
+0.5%
10,864
-0.8%
2.80%
+8.5%
Q2 2019$2,947,000
+4.6%
10,948
+0.8%
2.58%
+21.8%
Q1 2019$2,818,000
+12.9%
10,858
-0.0%
2.12%
+14.0%
Q4 2018$2,496,00010,8631.86%
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