Curated Wealth Partners 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
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 Q1 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders