Sound View Wealth Advisors Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,495,353
+6.2%
29,273
+10.1%
1.43%
+0.8%
Q2 2023$10,824,016
+10.0%
26,576
+1.6%
1.42%
+5.1%
Q1 2023$9,840,380
+100.2%
26,166
+87.1%
1.35%
+29.9%
Q4 2022$4,914,336
+4.9%
13,987
-1.9%
1.04%
-1.0%
Q3 2022$4,683,000
-4.5%
14,264
+0.9%
1.05%
+2.3%
Q2 2022$4,902,000
-14.3%
14,132
+2.6%
1.03%
-5.6%
Q1 2022$5,718,000
-0.5%
13,773
+4.6%
1.09%
+0.1%
Q4 2021$5,748,000
+38.1%
13,166
+24.8%
1.09%
+25.0%
Q3 2021$4,162,000
+5.6%
10,552
+5.3%
0.87%
+4.8%
Q2 2021$3,943,000
+15.7%
10,020
+7.1%
0.83%
+4.4%
Q1 2021$3,408,000
+5.1%
9,356
-0.9%
0.79%
+0.1%
Q4 2020$3,244,000
+19.4%
9,439
+6.9%
0.79%
+10.9%
Q3 2020$2,717,000
+10.0%
8,831
+1.3%
0.72%
+2.7%
Q2 2020$2,470,000
+33.7%
8,716
+11.7%
0.70%
+9.1%
Q1 2020$1,847,000
-24.6%
7,800
-5.8%
0.64%
-7.7%
Q4 2019$2,449,000
+46.8%
8,281
+35.3%
0.69%
+39.0%
Q3 2019$1,668,000
+9.9%
6,120
+8.5%
0.50%
+10.7%
Q2 2019$1,518,0005,6410.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,683$840,980,370100.00%
GLOBE LIFE INC. 735,176$276,477,571100.00%
Standard Family Office LLC 125,136$47,059,89686.02%
AXIS CAPITAL HOLDINGS LTD 284,972$107,169,42070.54%
Liquid Strategies, LLC 598,486$225,072,63061.19%
Fairfield University 145,978$54,898,10948.09%
Trevian Wealth Management LLC 134,772$50,68447.40%
JBF Capital, Inc. 509,121$191,465,13443.41%
Acorns Advisers, LLC 7,694,526$2,893,68042.05%
WELCH CAPITAL PARTNERS LLC/NY 364,783$137,18441.12%
View complete list of VANGUARD INDEX FDS shareholders