HighMark Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,611 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.77 and the average weighting 2.6%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$777,802
+4.0%
1,5550.0%0.47%
+1.1%
Q1 2024$747,584
+10.4%
1,555
+0.3%
0.46%
-7.2%
Q4 2023$677,149
-33.8%
1,550
-40.5%
0.50%
-41.2%
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 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 703,875$166,692,000100.00%
E-L Financial Corp Ltd 1,675,864$555,549,000100.00%
Parplus Partners 1,449$343,000100.00%
UNIVERSITY OF CHICAGO 36,353$8,609,00095.55%
Mercer Investments LLC 17,821$4,220,00082.41%
Mangham Associates,LLC 280,682$66,471,00076.68%
SCHRODERS IS Ltd 901,134$213,406,00073.09%
JBF Capital, Inc. 1,458,168$345,323,00066.02%
Sciencast Management LP 903,374$207,360,00058.18%
HM Capital Management, LLC 312,296$73,958,00054.51%
View complete list of VANGUARD INDEX FDS shareholders