Atlas Private Wealth Management, 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
Atlas Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$294,983
+719.4%
724
+624.0%
0.16%
+578.3%
Q1 2021$36,000
+5.9%
1000.0%0.02%
-4.2%
Q4 2020$34,000
+13.3%
100
+1.0%
0.02%
+4.3%
Q3 2020$30,000
+7.1%
990.0%0.02%0.0%
Q2 2020$28,000
+21.7%
990.0%0.02%
+9.5%
Q1 2020$23,000
-20.7%
99
+1.0%
0.02%
-4.5%
Q4 2019$29,000980.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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