Williams Jones Wealth Management, 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
Williams Jones Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,023,233
-2.8%
48,442
+0.9%
0.29%
-0.3%
Q2 2023$19,562,892
+9.2%
48,033
+0.8%
0.29%
+4.3%
Q1 2023$17,921,745
+9.1%
47,655
+1.9%
0.28%
+2.2%
Q4 2022$16,424,049
+6.9%
46,747
-0.1%
0.28%
+3.0%
Q3 2022$15,360,000
-5.0%
46,787
+0.4%
0.27%
+1.9%
Q2 2022$16,170,000
-15.2%
46,617
+1.5%
0.26%
-1.5%
Q1 2022$19,061,000
-4.0%
45,910
+1.0%
0.27%
+7.3%
Q4 2021$19,845,000
+14.2%
45,456
+3.2%
0.25%
+2.1%
Q3 2021$17,377,000
-6.1%
44,059
-6.3%
0.24%
-6.2%
Q2 2021$18,501,000
+6.7%
47,014
-1.2%
0.26%
-4.4%
Q1 2021$17,342,000
+26.2%
47,604
+19.0%
0.27%
+21.0%
Q4 2020$13,745,000
+10.9%
39,993
-0.7%
0.22%
-2.2%
Q3 2020$12,396,000
+3.1%
40,291
-5.0%
0.23%
-6.9%
Q2 2020$12,025,000
+0.8%
42,426
-15.8%
0.25%
-21.2%
Q1 2020$11,934,000
-13.7%
50,394
+7.8%
0.31%
+18.2%
Q4 2019$13,824,000
+11.6%
46,734
+2.8%
0.26%
+3.9%
Q3 2019$12,390,00045,4510.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 735,176$258,296,672100.00%
E-L Financial Corp Ltd 1,653,662$786,085100.00%
Standard Family Office LLC 125,136$43,965,28285.70%
AXIS CAPITAL HOLDINGS LTD 284,972$100,122,06270.52%
Liquid Strategies, LLC 743,396$261,184,00066.24%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 95,837$33,671,37252.88%
Fairfield University 178,493$62,711,88352.10%
JBF Capital, Inc. 509,121$178,874,57244.12%
Acorns Advisers, LLC 7,411,421$2,603,92841.60%
Francis Financial, Inc. 123,066$43,237,99340.22%
View complete list of VANGUARD INDEX FDS shareholders