N.E.W. Advisory Services 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
N.E.W. Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,340,837
+41.3%
11,053
+46.5%
0.62%
+44.2%
Q2 2023$3,072,521
+19.8%
7,544
+10.6%
0.43%
+14.7%
Q1 2023$2,564,798
+14.3%
6,820
+6.8%
0.37%
+6.3%
Q4 2022$2,244,006
+61.6%
6,387
+50.9%
0.35%
+39.3%
Q3 2022$1,389,000
+41.2%
4,232
+49.1%
0.25%
+46.5%
Q2 2022$984,000
+55.7%
2,838
+63.8%
0.17%
+43.3%
Q1 2022$632,000
-25.8%
1,733
-11.2%
0.12%
-7.0%
Q4 2021$852,000
+12.8%
1,952
+1.9%
0.13%
+4.9%
Q3 2021$755,000
+0.1%
1,915
+0.1%
0.12%
-2.4%
Q2 2021$754,000
+18.0%
1,914
+10.4%
0.13%
+5.0%
Q1 2021$639,000
+6.1%
1,733
-1.2%
0.12%
-5.5%
Q4 2020$602,000
+11.5%
1,7540.0%0.13%
-17.0%
Q3 2020$540,000
+10.7%
1,754
+1.9%
0.15%
+0.7%
Q2 2020$488,000
-4.7%
1,721
-0.3%
0.15%
-8.4%
Q4 2019$512,0001,7270.17%
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