Xcel Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
Xcel Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,011,616
-16.3%
7,669
-13.2%
1.19%
+4.5%
Q2 2023$3,599,541
+8.5%
8,838
+0.1%
1.14%
-2.7%
Q1 2023$3,318,818
+7.0%
8,8250.0%1.17%
-4.3%
Q4 2022$3,100,576
+7.2%
8,825
+0.2%
1.22%
+13.5%
Q3 2022$2,891,000
+0.8%
8,805
+6.5%
1.08%
+3.0%
Q2 2022$2,868,000
-16.4%
8,2670.0%1.04%
+11.1%
Q1 2022$3,432,000
-6.9%
8,267
-2.1%
0.94%
-0.7%
Q4 2021$3,686,000
+10.4%
8,444
-0.3%
0.95%
-2.1%
Q3 2021$3,339,000
+0.2%
8,4660.0%0.97%
-3.8%
Q2 2021$3,332,000
+8.3%
8,466
+0.3%
1.01%
-8.3%
Q1 2021$3,076,000
+13.5%
8,444
+7.1%
1.10%
-6.2%
Q4 2020$2,709,000
+11.7%
7,8830.0%1.17%
-6.3%
Q3 2020$2,425,000
+10.2%
7,883
+1.5%
1.25%
-8.6%
Q2 2020$2,201,000
+19.7%
7,7660.0%1.36%
-17.7%
Q1 2020$1,839,000
+19.3%
7,766
+49.0%
1.66%
+29.5%
Q4 2019$1,541,000
+8.5%
5,2120.0%1.28%
-2.7%
Q3 2019$1,420,000
+1.3%
5,2120.0%1.32%
-4.3%
Q2 2019$1,402,000
+3.7%
5,2120.0%1.37%
-1.4%
Q1 2019$1,352,000
+16.2%
5,212
+2.9%
1.39%
-2.1%
Q4 2018$1,164,0005,0661.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders