First Ascent Asset Management, 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
First Ascent Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$96,285,274
+3.9%
245,188
+7.7%
12.43%
+0.7%
Q2 2023$92,713,404
+11.6%
227,640
+3.1%
12.35%
+0.4%
Q1 2023$83,045,047
+2.6%
220,823
-4.1%
12.30%
-0.6%
Q4 2022$80,907,979
+8.8%
230,284
+1.7%
12.37%
-13.9%
Q3 2022$74,356,000
-1.8%
226,489
+3.7%
14.36%
+0.4%
Q2 2022$75,739,000
-7.3%
218,343
+11.0%
14.30%
-2.7%
Q1 2022$81,684,000
+1.9%
196,749
+7.2%
14.70%
-3.9%
Q4 2021$80,157,000
+21.1%
183,607
+9.4%
15.29%
+4.0%
Q3 2021$66,195,000
+18.2%
167,836
+18.0%
14.70%
-1.0%
Q2 2021$55,995,000
+47.4%
142,293
+36.4%
14.84%
+7.7%
Q1 2021$37,993,000
+26.3%
104,290
+19.2%
13.78%
+8.8%
Q4 2020$30,076,000
+44.5%
87,509
+29.3%
12.66%
+12.2%
Q3 2020$20,817,00067,66511.29%
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