Regent Peak Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$575,306
-4.9%
1,465
-1.3%
0.18%0.0%
Q2 2023$604,811
+8.3%
1,4850.0%0.18%
+1.7%
Q1 2023$558,464
+7.0%
1,4850.0%0.17%
+1.2%
Q4 2022$521,740
+6.7%
1,4850.0%0.17%
-0.6%
Q3 2022$489,000
-20.1%
1,485
-15.9%
0.17%
-14.0%
Q2 2022$612,000
-1.3%
1,766
+18.3%
0.20%
+12.4%
Q1 2022$620,000
-8.3%
1,493
-3.6%
0.18%
-3.3%
Q4 2021$676,000
+91.0%
1,548
+72.6%
0.18%
+82.2%
Q3 2021$354,000
-1.9%
897
+0.2%
0.10%0.0%
Q2 2021$361,000
+11.4%
895
+0.4%
0.10%
-4.7%
Q1 2021$324,000
+8.4%
891
+2.4%
0.11%
+6.0%
Q4 2020$299,000
+14.1%
870
+2.1%
0.10%
-9.9%
Q3 2020$262,000
+19.1%
852
+9.8%
0.11%
+11.0%
Q2 2020$220,0007760.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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