COLUMBIA ADVISORY PARTNERS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 70 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
COLUMBIA ADVISORY PARTNERS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$944,186
-9.2%
2,404
-5.9%
1.03%
-7.5%
Q2 2023$1,040,029
-9.0%
2,554
-16.0%
1.11%
+3.2%
Q1 2023$1,143,102
+74.3%
3,040
+62.8%
1.08%
+72.5%
Q4 2022$655,854
+62.7%
1,867
+51.9%
0.62%
+27.3%
Q3 2022$403,000
-6.3%
1,229
-0.9%
0.49%
-0.2%
Q2 2022$430,000
-19.2%
1,240
-3.2%
0.49%
-7.9%
Q1 2022$532,000
-10.0%
1,281
-5.3%
0.53%
-9.3%
Q4 2021$591,0001,3530.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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