Beacon Harbor Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
Beacon Harbor Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,472
-3.0%
67,411
+0.6%
8.82%
-1.3%
Q2 2023$27,291
+2640.1%
67,008
+2428.6%
8.93%
+2467.0%
Q1 2023$996
+152.8%
2,650
+136.2%
0.35%
+159.7%
Q4 2022$394
-99.9%
1,122
+7.3%
0.13%
+4.7%
Q2 2022$363,000
-98.2%
1,046
-97.8%
0.13%
-98.0%
Q1 2022$19,857,000
-35.0%
47,829
-31.7%
6.48%
-35.9%
Q4 2021$30,551,000
+7.1%
69,980
-3.2%
10.11%
+0.0%
Q3 2021$28,520,000
+2.3%
72,312
+2.0%
10.11%
+1.0%
Q2 2021$27,887,000
+53.1%
70,866
+41.7%
10.01%
+37.8%
Q1 2021$18,215,000
+5.9%
49,999
-0.1%
7.26%
+3.5%
Q4 2020$17,203,000
+5653.5%
50,053
+5044.2%
7.02%
+4708.2%
Q3 2020$299,000
-98.0%
973
-98.1%
0.15%
-98.3%
Q2 2020$14,808,000
+46.2%
52,245
+22.2%
8.51%
+11.2%
Q1 2020$10,127,000
-20.5%
42,763
-0.7%
7.65%
+1.6%
Q4 2019$12,737,000
+10.1%
43,058
+2.2%
7.53%
+1.8%
Q3 2019$11,567,000
+4760.1%
42,139
+4666.9%
7.40%
+3294.0%
Q2 2019$238,0008840.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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