Engrave Wealth Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,723 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 3.20 and the average weighting 2.3%.

Quarter-by-quarter ownership
Engrave Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$30,933,242
-2.1%
78,771
+1.5%
9.51%
-5.0%
Q2 2023$31,595,115
+9.4%
77,576
+0.2%
10.01%
+2.8%
Q1 2023$28,886,113
+8.2%
77,422
+4.3%
9.74%
+5.0%
Q4 2022$26,692,187
-6.5%
74,201
-14.6%
9.27%
-30.5%
Q3 2022$28,534,000
-5.3%
86,914
+0.1%
13.34%0.0%
Q2 2022$30,123,000
-16.4%
86,840
+0.1%
13.34%
-0.8%
Q1 2022$36,021,000
-0.2%
86,762
+4.9%
13.45%
+29.1%
Q4 2021$36,102,000
+17.6%
82,694
+6.3%
10.42%
+15.0%
Q3 2021$30,689,000
+1027.0%
77,813
+1024.3%
9.06%
+1003.9%
Q2 2021$2,723,000
+8.7%
6,921
+0.6%
0.82%
-18.6%
Q1 2021$2,506,000
+4.4%
6,8790.0%1.01%
-48.8%
Q4 2020$2,401,0006,8791.97%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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