Powell Investment Advisors, 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
Powell Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$96,323
-3.2%
244
+0.4%
0.06%0.0%
Q2 2023$99,543
+14.9%
243
+5.7%
0.06%
+20.8%
Q1 2023$86,671
+25.6%
230
+9.5%
0.05%
+6.7%
Q3 2022$69,000
-5.5%
210
+0.5%
0.04%
+2.3%
Q2 2022$73,000
+121.2%
209
+161.2%
0.04%
+131.6%
Q1 2022$33,000
-5.7%
800.0%0.02%
-5.0%
Q4 2021$35,000
+12.9%
80
+1.3%
0.02%
+5.3%
Q2 2021$31,000
+6.9%
790.0%0.02%0.0%
Q1 2021$29,000790.02%
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