Liquid Strategies, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

Quarter-by-quarter ownership
Liquid Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$232,712,734
-6.0%
592,642
-2.5%
61.59%
-1.5%
Q2 2023$247,574,108
+10.0%
607,872
+1.6%
62.50%
+2.1%
Q1 2023$225,072,630
-13.8%
598,486
-19.5%
61.19%
-7.6%
Q4 2022$261,184,000
+7.1%
743,396
+0.1%
66.24%
+5.3%
Q3 2022$243,901,000
-6.1%
742,921
-0.8%
62.90%
+0.7%
Q2 2022$259,815,000
-16.4%
749,004
+0.1%
62.47%
+12.7%
Q1 2022$310,792,000
+19.2%
748,589
+25.5%
55.45%
+3.1%
Q4 2021$260,786,000
+27.8%
596,494
+15.3%
53.76%
+9.5%
Q3 2021$204,018,000
+4.8%
517,286
+4.6%
49.08%
-4.3%
Q2 2021$194,585,000
+33.2%
494,473
+23.3%
51.31%
+12.8%
Q1 2021$146,055,000
+17.4%
400,920
+10.8%
45.47%
+16.9%
Q4 2020$124,393,000
+12.2%
361,934
+0.4%
38.88%
-5.2%
Q3 2020$110,862,000
+55.5%
360,350
+43.3%
41.04%
+30.2%
Q2 2020$71,293,000
+41.2%
251,537
+18.0%
31.52%
+24.1%
Q1 2020$50,492,000
+58.1%
213,207
+97.4%
25.38%
-7.0%
Q4 2019$31,943,000107,99027.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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