HERON FINANCIAL GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
HERON FINANCIAL GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$9,919,304
+6.4%
24,355
-1.7%
5.35%
+4.0%
Q1 2023$9,322,023
+6.4%
24,788
-7.1%
5.14%
-5.1%
Q3 2022$8,763,000
+2.5%
26,693
+8.3%
5.42%
+4.4%
Q2 2022$8,553,000
-16.0%
24,658
+0.5%
5.19%
-2.0%
Q1 2022$10,185,000
+8.9%
24,533
+9.2%
5.30%
+5.2%
Q4 2021$9,353,000
+6.9%
22,463
+1.3%
5.04%
+3.3%
Q3 2021$8,747,000
+5.8%
22,178
+5.5%
4.87%
+3.2%
Q2 2021$8,269,000
+9.6%
21,013
+2.6%
4.72%
+3.2%
Q1 2021$7,542,000
+24.6%
20,486
+17.9%
4.58%
+9.3%
Q4 2020$6,055,000
+14.0%
17,377
+2.1%
4.18%
-1.6%
Q3 2020$5,312,000
+9.3%
17,021
+2.1%
4.25%
-2.3%
Q2 2020$4,862,000
+13.7%
16,664
+1.7%
4.35%
-0.9%
Q1 2020$4,275,000
-14.9%
16,384
+0.4%
4.39%
+5.6%
Q4 2019$5,026,00016,3154.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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