Curated Wealth Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,723 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 3.20 and the average weighting 2.3%.

Quarter-by-quarter ownership
Curated Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,402,219
+101.9%
21,396
+109.4%
1.53%
+89.5%
Q2 2023$4,160,772
+21.7%
10,216
+12.3%
0.81%
+4.9%
Q1 2023$3,419,980
+45.0%
9,094
+35.5%
0.77%
+34.6%
Q4 2022$2,358,196
-25.5%
6,712
-30.4%
0.57%
-38.5%
Q3 2022$3,166,000
+17.0%
9,643
+23.6%
0.93%
+17.0%
Q2 2022$2,707,000
+44.7%
7,800
+81.9%
0.80%
+25.4%
Q1 2022$1,871,0000.0%4,2890.0%0.63%
+4.8%
Q4 2021$1,871,000
+63.4%
4,289
+47.8%
0.60%
-5.3%
Q3 2021$1,145,000
+210.3%
2,902
+209.7%
0.64%
+217.9%
Q2 2021$369,000
-2.6%
937
-9.8%
0.20%
-13.7%
Q1 2021$379,000
+0.3%
1,039
-5.5%
0.23%
-4.9%
Q4 2020$378,0001,0990.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders