Soltis Investment Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,713,242
-5.7%
9,456
-2.2%
0.48%
+4.4%
Q2 2023$3,939,069
-7.4%
9,672
-14.5%
0.46%
-15.3%
Q1 2023$4,254,763
+27.1%
11,314
+18.8%
0.54%
+22.7%
Q4 2022$3,346,975
+7.6%
9,526
+0.5%
0.44%
-5.8%
Q3 2022$3,112,000
+14.9%
9,478
+21.3%
0.47%
+19.1%
Q2 2022$2,709,000
-17.0%
7,811
-0.6%
0.39%
-13.4%
Q1 2022$3,264,000
-11.3%
7,861
-6.7%
0.45%
-12.5%
Q4 2021$3,680,000
+33.2%
8,430
+20.4%
0.52%
+21.3%
Q3 2021$2,762,000
+13.6%
7,004
+13.4%
0.43%
+10.9%
Q2 2021$2,432,000
+8.0%
6,1790.0%0.39%
-5.9%
Q1 2021$2,251,000
+6.5%
6,179
+0.5%
0.41%
+4.6%
Q4 2020$2,114,000
+10.7%
6,151
-0.9%
0.39%
-12.7%
Q3 2020$1,910,000
+8.5%
6,2090.0%0.45%
-1.5%
Q2 2020$1,760,000
+23.5%
6,209
+3.2%
0.46%
+2.9%
Q1 2020$1,425,000
-19.9%
6,0180.0%0.44%
+29.2%
Q4 2019$1,780,0006,0180.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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