Marcum Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,529,903
+0.5%
29,361
+4.2%
1.39%
+2.9%
Q2 2023$11,473,311
+2.7%
28,171
-5.1%
1.35%
-3.3%
Q1 2023$11,167,449
+8.6%
29,695
+1.4%
1.39%
+2.1%
Q4 2022$10,286,574
+10.7%
29,278
+3.5%
1.36%
-3.2%
Q3 2022$9,289,000
-2.3%
28,295
+3.3%
1.41%
-0.9%
Q2 2022$9,503,000
-10.1%
27,395
+7.6%
1.42%
-2.5%
Q1 2022$10,569,000
-3.8%
25,456
+1.2%
1.46%
-4.5%
Q4 2021$10,985,000
+8.2%
25,163
-2.2%
1.53%
-4.2%
Q3 2021$10,150,000
+0.6%
25,735
+0.3%
1.60%
-2.6%
Q2 2021$10,093,000
+12.2%
25,648
+3.8%
1.64%
+10.5%
Q1 2021$8,998,000
+3587.7%
24,700
+3374.0%
1.48%
+2500.0%
Q4 2020$244,000
+10.4%
711
-0.8%
0.06%
-16.2%
Q3 2020$221,000
-49.7%
717
-53.7%
0.07%
-49.6%
Q2 2020$439,000
+71.5%
1,550
+43.4%
0.14%
+36.4%
Q1 2020$256,000
-4.1%
1,081
+20.0%
0.10%
-1.0%
Q4 2019$267,0009010.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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