Consolidated Planning Corp - 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
Consolidated Planning Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,105,843
-77.6%
2,816
-76.8%
0.24%
-76.4%
Q2 2023$4,939,602
+1086.5%
12,128
+995.6%
1.04%
+863.0%
Q1 2023$416,309
+7.0%
1,1070.0%0.11%0.0%
Q4 2022$388,933
+7.4%
1,107
+0.3%
0.11%
-4.4%
Q3 2022$362,000
+15.7%
1,104
+22.5%
0.11%
+15.3%
Q2 2022$313,000
-18.5%
901
-2.5%
0.10%
-63.2%
Q1 2022$384,000
-4.7%
9240.0%0.27%
+2.3%
Q4 2021$403,000
+10.7%
9240.0%0.26%
+9.7%
Q3 2021$364,000
+2.8%
924
+2.6%
0.24%
-9.5%
Q2 2021$354,000
+7.3%
901
-0.6%
0.26%
+24.2%
Q1 2021$330,000
+6.1%
9060.0%0.21%
+3.9%
Q4 2020$311,000
+11.9%
9060.0%0.20%
-1.9%
Q3 2020$278,000
+6.1%
906
-2.2%
0.21%
-19.5%
Q2 2020$262,000
+19.6%
9260.0%0.26%
-6.5%
Q1 2020$219,000
-18.0%
926
+2.8%
0.28%
+4.2%
Q4 2019$267,0009010.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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