Secure Asset 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
Secure Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,974,110
+390.6%
73,782
+408.8%
8.67%
+383.0%
Q2 2023$5,906,331
+14.7%
14,502
+5.9%
1.80%
+4.5%
Q1 2023$5,150,621
+3.6%
13,696
-3.2%
1.72%
-3.9%
Q4 2022$4,973,249
-7.3%
14,155
-13.4%
1.79%
-40.5%
Q3 2022$5,364,000
-5.1%
16,337
+0.3%
3.00%
-4.0%
Q2 2022$5,652,000
-14.6%
16,294
+2.2%
3.13%
+5.0%
Q1 2022$6,616,000
-65.5%
15,936
-63.7%
2.98%
-61.6%
Q4 2021$19,159,000
+19.3%
43,886
+7.8%
7.76%
-2.2%
Q3 2021$16,062,000
+14.0%
40,725
+13.8%
7.93%
+10.9%
Q2 2021$14,089,000
+16.1%
35,802
+7.5%
7.15%
+5.9%
Q1 2021$12,133,000
+35.7%
33,306
+28.1%
6.75%
+28.2%
Q4 2020$8,939,000
+31.6%
26,009
+17.8%
5.26%
+13.1%
Q3 2020$6,791,000
+97.6%
22,072
+82.0%
4.65%
+92.0%
Q2 2020$3,437,000
+25.9%
12,126
+5.1%
2.42%
-17.5%
Q1 2020$2,731,000
-15.0%
11,534
+6.1%
2.94%
+29.7%
Q4 2019$3,214,00010,8672.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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