CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,203 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 2.4%.

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Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$512,844
-3.6%
1,3010.0%0.05%
+4.4%
Q2 2023$531,922
+8.7%
1,3010.0%0.04%
+4.7%
Q1 2023$489,267
-25.7%
1,301
-30.6%
0.04%
-83.2%
Q4 2022$658,763
+6.6%
1,8750.0%0.26%
-58.8%
Q3 2022$618,000
+36.1%
1,875
+44.0%
0.62%
+1378.6%
Q2 2022$454,000
-99.9%
1,302
-100.0%
0.04%
-99.9%
Q1 2022$562,793,000
+93077.6%
2,787,314
+201295.5%
45.71%
+97155.3%
Q4 2021$604,000
+10.2%
1,3840.0%0.05%
+2.2%
Q3 2021$548,000
+0.4%
1,384
+0.1%
0.05%0.0%
Q2 2021$546,000
+23.5%
1,383
+14.1%
0.05%
+119.0%
Q1 2021$442,000
-7.1%
1,212
-31.2%
0.02%
-52.3%
Q4 2020$476,000
+11.2%
1,762
+27.4%
0.04%0.0%
Q3 2020$428,000
+8.6%
1,3830.0%0.04%
+2.3%
Q2 2020$394,000
+20.1%
1,3830.0%0.04%
+2.4%
Q1 2020$328,000
-28.1%
1,383
-10.2%
0.04%
-12.5%
Q4 2019$456,000–1,540–0.05%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 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