Investment Research & Advisory Group, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,403 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.92 and the average weighting 2.6%.

Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$37,408,312
+14.9%
95,259
+19.2%
21.23%
+12.7%
Q2 2023$32,547,957
+5.0%
79,915
-3.0%
18.84%
-5.3%
Q1 2023$30,993,729
-6.2%
82,414
-12.4%
19.88%
-8.3%
Q4 2022$33,036,472
+31.9%
94,029
+23.2%
21.69%
+15.7%
Q3 2022$25,053,000
-4.3%
76,311
+1.1%
18.75%
-1.0%
Q2 2022$26,182,000
-20.5%
75,478
-4.8%
18.94%
-8.3%
Q1 2022$32,946,000
-4.1%
79,267
+0.8%
20.65%
-0.9%
Q4 2021$34,345,000
+14.1%
78,669
+3.7%
20.84%
+5.4%
Q3 2021$30,104,000
+4.5%
75,827
+3.6%
19.77%
+4.1%
Q2 2021$28,813,000
+11.1%
73,220
+77.7%
19.00%
-0.3%
Q1 2021$25,940,000
+8.2%
41,206
-40.9%
19.06%
+7.1%
Q4 2020$23,978,000
+6.6%
69,765
-4.6%
17.80%
-4.7%
Q3 2020$22,493,000
+3.8%
73,114
-4.7%
18.68%
-4.0%
Q2 2020$21,666,000
-25.5%
76,750
-37.5%
19.46%
-27.9%
Q1 2020$29,090,000
-14.8%
122,838
+6.4%
26.98%
-14.6%
Q4 2019$34,152,000115,45631.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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