HighMark Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,022,836
-3.2%
2,605
+0.4%
0.85%
+6.8%
Q2 2023$1,056,745
+8.3%
2,5950.0%0.79%
+4.3%
Q1 2023$975,766
-47.3%
2,595
-50.8%
0.76%
-45.5%
Q4 2022$1,852,303
+9161.5%
5,272
+8542.6%
1.40%
+8117.6%
Q3 2022$20,000
-4.8%
61
+1.7%
0.02%0.0%
Q2 2022$21,000
-16.0%
600.0%0.02%0.0%
Q1 2022$25,000
-3.8%
600.0%0.02%
+6.2%
Q4 2021$26,000
+8.3%
600.0%0.02%
-11.1%
Q3 2021$24,000
+4.3%
60
+1.7%
0.02%
+5.9%
Q2 2021$23,000
+64.3%
59
+59.5%
0.02%
+54.5%
Q1 2021$14,000
+1300.0%
37
+1133.3%
0.01%
+1000.0%
Q4 2020$1,0000.0%30.0%0.00%0.0%
Q3 2020$1,0000.0%30.0%0.00%0.0%
Q2 2020$1,00030.0%0.00%
Q1 2020$030.0%0.00%
Q4 2019$030.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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