Tolleson Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 70 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,067
-3.6%
2,7070.0%0.26%
-3.7%
Q2 2023$1,107
+8.7%
2,7070.0%0.27%
+1.5%
Q1 2023$1,018
+7.0%
2,7070.0%0.26%
+1.9%
Q4 2022$951
-99.9%
2,7070.0%0.26%
-4.1%
Q3 2022$893,000
-5.3%
2,7070.0%0.27%
+0.7%
Q2 2022$943,000
-16.1%
2,7070.0%0.27%
-19.8%
Q1 2022$1,124,000
-1.9%
2,707
+3.1%
0.33%
+7.8%
Q4 2021$1,146,000
+10.3%
2,6260.0%0.31%
+5.1%
Q3 2021$1,039,000
+0.2%
2,6260.0%0.29%
+5.4%
Q2 2021$1,037,000
+4.6%
2,626
-3.5%
0.28%
-6.7%
Q1 2021$991,000
-5.0%
2,720
-10.4%
0.30%
-13.6%
Q4 2020$1,043,000
+178.9%
3,036
+140.0%
0.35%
+91.2%
Q4 2019$374,000
+8.1%
1,2650.0%0.18%
-4.2%
Q3 2019$346,000
-26.1%
1,265
-26.9%
0.19%
-41.5%
Q2 2019$468,000
+4.2%
1,7300.0%0.32%
+3.9%
Q1 2019$449,000
+12.8%
1,7300.0%0.31%
+32.9%
Q4 2018$398,0001,7300.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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