IEQ CAPITAL, 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
IEQ CAPITAL, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$99,524,568
-2.4%
253,436
+1.2%
2.02%
-1.7%
Q2 2023$102,016,606
+0.4%
250,482
-7.3%
2.06%
-12.6%
Q1 2023$101,598,941
+5.6%
270,159
-1.3%
2.36%
-12.5%
Q4 2022$96,180,022
+2.6%
273,752
-4.1%
2.69%
+4.7%
Q3 2022$93,761,000
+10.6%
285,595
+16.8%
2.57%
+0.2%
Q2 2022$84,804,000
-22.8%
244,476
-7.6%
2.57%
-1.8%
Q1 2022$109,799,000
+4.3%
264,468
+9.6%
2.62%
+7.4%
Q4 2021$105,311,000
+27.3%
241,224
+15.0%
2.44%
+10.9%
Q3 2021$82,713,000
+6.6%
209,719
+6.4%
2.20%
-3.7%
Q2 2021$77,596,000
+19.1%
197,183
+10.3%
2.28%
-15.2%
Q1 2021$65,126,000
+12.1%
178,771
+5.7%
2.69%
+4.1%
Q4 2020$58,113,000
+19.0%
169,084
+6.5%
2.58%
-1.6%
Q3 2020$48,845,000
-24.4%
158,770
-30.3%
2.63%
-37.4%
Q2 2020$64,608,000
+31.6%
227,951
+10.0%
4.19%
+6.4%
Q1 2020$49,079,000
+462.7%
207,244
+602.8%
3.94%
+415.0%
Q4 2019$8,722,00029,4870.76%
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