BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$49,087
-3.6%
1250.0%0.03%
+3.1%
Q2 2023$50,910
+8.3%
1250.0%0.03%0.0%
Q1 2023$47,008
+7.9%
1250.0%0.03%
-5.9%
Q4 2022$43,555
+3.7%
1250.0%0.03%
+3.0%
Q3 2022$42,000
-4.5%
1250.0%0.03%
+3.1%
Q2 2022$44,000
-15.4%
1250.0%0.03%0.0%
Q1 2022$52,000
-5.5%
1250.0%0.03%0.0%
Q4 2021$55,000
+10.0%
1250.0%0.03%
+3.2%
Q3 2021$50,000
-58.3%
125
-58.9%
0.03%
-57.5%
Q2 2021$120,000
+57.9%
304
+45.5%
0.07%
+55.3%
Q1 2021$76,000
+72.7%
209
+67.2%
0.05%
+74.1%
Q4 2020$44,000
+15.8%
1250.0%0.03%0.0%
Q3 2020$38,000
+8.6%
1250.0%0.03%
-25.0%
Q2 2020$35,000
+6.1%
1250.0%0.04%
+5.9%
Q1 2020$33,0001250.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders