BEAM WEALTH ADVISORS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,679 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.96 and the average weighting 2.4%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,239,276
+133.2%
3,156
+141.8%
0.88%
+138.8%
Q2 2023$531,489
+17.0%
1,305
+8.0%
0.37%
-19.1%
Q1 2023$454,282
+9.8%
1,208
+2.6%
0.46%
+5.8%
Q4 2022$413,660
-2.7%
1,177
-9.1%
0.43%
-8.9%
Q3 2022$425,000
-4.5%
1,295
+0.9%
0.47%
-4.3%
Q2 2022$445,000
+4.7%
1,283
+25.2%
0.49%
+1.2%
Q1 2022$425,000
-17.2%
1,025
-12.7%
0.49%
-17.0%
Q4 2021$513,000
-7.4%
1,174
-16.4%
0.59%
+23.8%
Q3 2021$554,000
+4.9%
1,404
+4.7%
0.48%
+4.4%
Q2 2021$528,000
+87.9%
1,341
+73.9%
0.46%
+82.0%
Q1 2021$281,000
+17.6%
771
+10.8%
0.25%
+10.6%
Q4 2020$239,0006960.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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