R. W. Roge & Company, Inc. - 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
R. W. Roge & Company, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$24,648
-9.4%
65,326
-2.2%
18.47%
-2.5%
Q2 2023$27,206
+12.9%
66,802
+4.2%
18.94%
+22.7%
Q1 2023$24,098
-6.7%
64,081
-12.8%
15.43%
-10.1%
Q4 2022$25,823
-99.9%
73,501
+1.7%
17.16%
+2.3%
Q3 2022$23,675,000
-6.1%
72,261
-0.6%
16.77%
-3.1%
Q2 2022$25,214,000
-17.4%
72,689
-1.2%
17.30%
-19.2%
Q1 2022$30,541,000
+2.7%
73,562
-0.4%
21.41%
-6.6%
Q4 2021$29,748,000
-8.1%
73,874
-5.4%
22.92%
+19.6%
Q3 2021$32,356,000
+2.1%
78,084
-1.0%
19.17%
-3.4%
Q2 2021$31,693,000
+7.3%
78,873
-2.7%
19.85%
-0.5%
Q1 2021$29,529,000
+5.4%
81,057
-0.6%
19.95%
-2.2%
Q4 2020$28,019,000
+4.1%
81,524
-1.9%
20.40%
-1.5%
Q3 2020$26,908,000
+13.2%
83,122
-0.9%
20.70%
+3.5%
Q2 2020$23,776,000
+9.8%
83,887
-8.2%
20.00%
-9.9%
Q1 2020$21,651,000
+8.6%
91,423
+36.3%
22.21%
+11.6%
Q4 2019$19,943,00067,07119.89%
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