SteelPeak Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,950,791
-84.7%
4,948
-84.1%
0.12%
-83.8%
Q2 2023$12,732,096
+541.1%
31,141
+489.7%
0.76%
+459.3%
Q1 2023$1,985,932
-47.8%
5,281
-51.3%
0.14%
-51.6%
Q4 2022$3,807,083
-75.4%
10,836
-76.9%
0.28%
-75.7%
Q3 2022$15,453,000
+347.7%
46,859
+372.8%
1.15%
+363.7%
Q2 2022$3,452,000
-73.8%
9,912
-68.7%
0.25%
-66.7%
Q1 2022$13,154,000
+8.6%
31,683
+14.2%
0.74%
+8.6%
Q4 2021$12,114,000
+1778.1%
27,748
+1596.1%
0.68%
+1493.0%
Q3 2021$645,000
+81.2%
1,636
+81.0%
0.04%
+72.0%
Q2 2021$356,000
-70.8%
904
-73.0%
0.02%
-74.0%
Q1 2021$1,221,000
-61.1%
3,351
-63.3%
0.10%
-66.3%
Q4 2020$3,141,000
-5.6%
9,140
-18.8%
0.28%
-37.9%
Q4 2019$3,328,00011,2520.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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