CFM WEALTH PARTNERS LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
CFM WEALTH PARTNERS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,904,016
-2.5%
7,395
+1.1%
0.76%
+5.3%
Q2 2023$2,978,846
+17.8%
7,314
+8.8%
0.72%
+6.0%
Q1 2023$2,528,319
+7.1%
6,723
+0.0%
0.68%
-3.5%
Q4 2022$2,361,707
+6.8%
6,722
-0.2%
0.71%
+0.1%
Q3 2022$2,211,000
-5.2%
6,735
+0.2%
0.71%
+0.9%
Q2 2022$2,332,000
-17.9%
6,724
-1.8%
0.70%
+2.9%
Q1 2022$2,842,000
-5.9%
6,846
-0.4%
0.68%
+0.9%
Q4 2021$3,020,000
+2.6%
6,875
-7.9%
0.67%
-8.9%
Q3 2021$2,944,000
+1.8%
7,465
+1.6%
0.74%
-3.6%
Q2 2021$2,892,000
+8.0%
7,349
-0.0%
0.77%
-5.0%
Q1 2021$2,678,000
-4.9%
7,352
-10.3%
0.81%
-10.0%
Q4 2020$2,816,000
+3.6%
8,192
-7.3%
0.90%
-9.4%
Q3 2020$2,718,000
+2.3%
8,837
-5.7%
0.99%
-1.9%
Q2 2020$2,658,000
+10.9%
9,374
-7.3%
1.01%
-9.3%
Q1 2020$2,396,000
-21.4%
10,117
+0.9%
1.11%
-1.0%
Q4 2019$3,049,00010,0301.12%
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