BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 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 Q1 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders