NICOLET ADVISORY SERVICES, LLC - 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
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,527,489
-2.3%
21,852
+1.1%
0.94%
-1.4%
Q2 2023$8,727,645
+29.3%
21,612
+20.4%
0.96%
+23.1%
Q1 2023$6,748,384
+137.4%
17,950
+129.5%
0.78%
+106.9%
Q4 2022$2,843,124
+357.1%
7,823
+315.9%
0.38%
+272.3%
Q3 2022$622,000
-7.4%
1,881
+0.1%
0.10%
+1.0%
Q2 2022$672,000
-16.3%
1,879
-3.7%
0.10%
-4.8%
Q1 2022$803,000
+98.8%
1,951
+110.7%
0.10%
+110.0%
Q4 2021$404,000
+36.5%
926
+24.0%
0.05%
+31.6%
Q3 2021$296,000
+20.3%
747
+19.7%
0.04%
+18.8%
Q2 2021$246,0006240.03%
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