Concord Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$147,535
+140.5%
376
+149.0%
0.03%
+138.5%
Q2 2023$61,335
+72.4%
151
+58.9%
0.01%
+30.0%
Q1 2023$35,575
+7.2%
95
+1.1%
0.01%0.0%
Q4 2022$33,199
+18.6%
94
+14.6%
0.01%
+25.0%
Q2 2022$28,000
+47.4%
82
+82.2%
0.01%
+60.0%
Q1 2022$19,000
+26.7%
45
+28.6%
0.01%
+25.0%
Q4 2021$15,000
+650.0%
35
+483.3%
0.00%
+300.0%
Q3 2021$2,0000.0%60.0%0.00%0.0%
Q2 2021$2,000
-71.4%
6
-66.7%
0.00%
-50.0%
Q1 2021$7,000180.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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