Center for Financial Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,445 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.65 and the average weighting 2.5%.

Quarter-by-quarter ownership
Center for Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$157,887,615
-2.0%
402,057
+1.6%
34.11%
+0.8%
Q2 2023$161,186,433
+8.6%
395,763
+0.3%
33.83%
-1.2%
Q1 2023$148,457,090
+8.1%
394,759
+1.0%
34.24%
+2.6%
Q4 2022$137,280,344
+12.6%
390,734
+5.2%
33.37%
+2.6%
Q3 2022$121,884,000
-4.5%
371,257
+0.9%
32.54%
+0.4%
Q2 2022$127,598,000
-23.9%
367,845
-8.9%
32.42%
-5.7%
Q1 2022$167,659,000
+2.5%
403,832
+7.8%
34.37%
+2.6%
Q4 2021$163,518,000
+64.0%
374,551
+48.2%
33.48%
+38.1%
Q3 2021$99,704,000
+14.3%
252,799
+14.0%
24.24%
+12.9%
Q2 2021$87,250,000
+10.2%
221,717
+2.0%
21.48%
+3.9%
Q1 2021$79,179,000
+11.6%
217,346
+5.2%
20.67%
+2.8%
Q4 2020$70,978,000
+20.2%
206,518
+7.6%
20.11%
+5.9%
Q3 2020$59,058,000
+30.1%
191,964
+19.8%
19.00%
+19.8%
Q2 2020$45,399,000
+29.0%
160,177
+7.8%
15.86%
+33.2%
Q1 2020$35,193,000
-20.8%
148,608
-1.1%
11.90%
+6.9%
Q4 2019$44,456,000150,28911.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
GLOBE LIFE INC. 663,591$141,659,000100.00%
AXIS CAPITAL HOLDINGS LTD 547,507$118,453,00073.00%
Symetra Life Insurance Co 1,012,127$218,974,00060.53%
HM Capital Management, LLC 240,681$52,073,00049.99%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 291,612$63,090,00041.35%
SCHRODERS IS Ltd 4,111,149$889,447,00040.26%
Fiduciary Wealth Partners, LLC 174,279$37,705,00038.23%
JBF Capital, Inc. 1,519,818$328,813,00038.08%
Rampart Investment Management Company, LLC 460,291$99,584,00035.67%
Fragasso Group Inc. 452,569$97,913,00031.03%
View complete list of VANGUARD INDEX FDS shareholders