Engrave Wealth Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

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 Q1 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders