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 ↓
E-L Financial Corp Ltd 1,653,683$840,980,370100.00%
GLOBE LIFE INC. 735,176$276,477,571100.00%
Standard Family Office LLC 125,136$47,059,89686.02%
AXIS CAPITAL HOLDINGS LTD 284,972$107,169,42070.54%
Liquid Strategies, LLC 598,486$225,072,63061.19%
Fairfield University 145,978$54,898,10948.09%
Trevian Wealth Management LLC 134,772$50,68447.40%
JBF Capital, Inc. 509,121$191,465,13443.41%
Acorns Advisers, LLC 7,694,526$2,893,68042.05%
WELCH CAPITAL PARTNERS LLC/NY 364,783$137,18441.12%
View complete list of VANGUARD INDEX FDS shareholders