Beacon Financial Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,178,147
+3.4%
3,000
+7.3%
0.65%
-0.5%
Q2 2023$1,138,948
+8.3%
2,7960.0%0.65%
-2.1%
Q1 2023$1,051,670
-21.5%
2,796
-26.6%
0.67%
-30.3%
Q4 2022$1,338,999
-4.1%
3,811
-10.4%
0.96%
-3.6%
Q3 2022$1,396,000
-13.6%
4,254
-8.7%
1.00%
+8.3%
Q2 2022$1,616,000
-8.2%
4,659
+9.9%
0.92%
+9.3%
Q1 2022$1,760,000
+1.2%
4,240
+6.4%
0.84%
+4.7%
Q4 2021$1,739,000
+10.7%
3,984
+0.1%
0.80%
-1.7%
Q3 2021$1,571,000
+1.4%
3,982
+1.1%
0.82%
-1.9%
Q2 2021$1,550,000
+10.5%
3,938
+2.2%
0.83%
+3.7%
Q1 2021$1,403,000
+151.9%
3,852
+137.6%
0.80%
+121.8%
Q4 2020$557,000
+104.0%
1,621
+82.1%
0.36%
+52.7%
Q3 2020$273,000
+8.3%
8900.0%0.24%
-13.5%
Q2 2020$252,000
+22.3%
890
+27.3%
0.27%
+55.7%
Q4 2019$206,0006990.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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