WADDELL & ASSOCIATES, 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
WADDELL & ASSOCIATES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,120,003
-3.4%
5,399
+0.2%
0.31%
-3.7%
Q2 2023$2,194,169
+8.2%
5,387
-0.1%
0.32%
+1.6%
Q1 2023$2,027,910
+7.0%
5,392
-0.0%
0.32%0.0%
Q4 2022$1,894,845
+23.8%
5,393
+15.7%
0.32%
+7.1%
Q3 2022$1,531,000
-5.4%
4,663
-0.0%
0.30%
-10.3%
Q2 2022$1,618,000
-7.4%
4,664
+10.8%
0.33%
+17.9%
Q1 2022$1,747,000
+78.1%
4,209
+87.4%
0.28%
+79.5%
Q4 2021$981,000
+15.3%
2,246
+4.1%
0.16%
+7.6%
Q3 2021$851,000
+0.2%
2,1570.0%0.14%
+12.4%
Q2 2021$849,0002,1570.13%
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