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 ↓
GLOBE LIFE INC. 679,459$181,449,000100.00%
E-L Financial Corp Ltd 1,653,680$571,396,00081.63%
Wall Capital Group, Inc. 534,604$142,766,00073.20%
Mangham Associates,LLC 322,637$86,160,00069.91%
Strategic Wealth Partners Group, LLC 19,373$3,241,784,00069.76%
TIFF ADVISORY SERVICES, LLC 415,437$110,942,00059.58%
JBF Capital, Inc. 1,458,168$389,404,00057.25%
Mercer Investments LLC 11,080$2,958,907,00055.72%
HM Capital Management, LLC 259,497$69,299,00052.94%
SCHRODERS IS Ltd 2,529,386$675,472,00044.25%
View complete list of VANGUARD INDEX FDS shareholders