Marotta Asset Management - 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
Marotta Asset Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$7,121,897
+9.1%
16,305
-1.9%
1.53%
+1.2%
Q3 2023$6,529,563
-6.2%
16,627
-2.7%
1.51%
-2.6%
Q2 2023$6,958,381
+10.3%
17,085
-4.8%
1.55%
+2.3%
Q4 2022$6,307,396
-99.9%
17,952
-1.5%
1.52%
-2.9%
Q3 2022$5,986,353,000
-9.8%
18,234
-3.7%
1.56%
-4.4%
Q2 2022$6,635,371,000
-18.0%
18,934
-2.8%
1.63%
-13.1%
Q1 2022$8,087,266,000
-8.2%
19,479
-3.5%
1.88%
-5.8%
Q4 2021$8,808,851,000
+9.4%
20,177
-1.2%
2.00%
+2.6%
Q3 2021$8,052,626,000
+2.6%
20,417
+2.9%
1.95%
+3.3%
Q2 2021$7,852,035,000
+12.5%
19,841
+4.7%
1.88%
+5.6%
Q1 2021$6,976,779,000
-1.7%
18,950
-8.3%
1.78%
-4.7%
Q4 2020$7,099,398,000
+0.8%
20,656
-9.8%
1.87%
-12.4%
Q3 2020$7,041,923,000
-37.9%
22,889
-42.8%
2.14%
-41.3%
Q2 2020$11,343,832,000
+24.2%
40,023
-0.9%
3.64%
+3.5%
Q1 2020$9,133,610,000
-21.3%
40,387
+3.7%
3.52%
-1.0%
Q4 2019$11,602,774,00038,9563.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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