Golden State Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,679 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.96 and the average weighting 2.4%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$1,293,000
-4.9%
3,115
+0.0%
0.25%
+8.1%
Q4 2021$1,359,000
+10.8%
3,114
+0.1%
0.23%
-12.4%
Q3 2021$1,227,000
-1.8%
3,110
-2.1%
0.27%
-3.3%
Q2 2021$1,250,000
+10.1%
3,177
+2.0%
0.28%
-26.2%
Q1 2021$1,135,000
+7.9%
3,116
+1.8%
0.37%
+22.6%
Q4 2020$1,052,000
+14.1%
3,061
+2.1%
0.30%
-1.0%
Q3 2020$922,000
-72.3%
2,998
-74.5%
0.31%
-64.0%
Q2 2020$3,332,000
+308.8%
11,772
+241.9%
0.86%
+138.2%
Q1 2020$815,000
+112.8%
3,443
+144.9%
0.36%
+184.9%
Q3 2019$383,000
-16.4%
1,406
-17.4%
0.13%
-13.1%
Q2 2019$458,000
-74.2%
1,702
-75.1%
0.14%
-75.6%
Q1 2019$1,778,0006,8490.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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