WFA of San Diego, 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
WFA of San Diego, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$472,419
-3.6%
1,2030.0%0.49%
+1.7%
Q2 2023$489,958
+5.5%
1,203
-2.6%
0.48%
-1.0%
Q1 2023$464,446
+4.6%
1,235
-2.3%
0.49%
+42.9%
Q4 2022$444,094
+7.0%
1,2640.0%0.34%
-9.1%
Q3 2022$415,000
-22.1%
1,264
-17.7%
0.37%
-18.0%
Q2 2022$533,000
-15.4%
1,536
+1.2%
0.46%
-5.0%
Q1 2022$630,000
-34.4%
1,518
-31.0%
0.48%
-14.1%
Q4 2021$961,000
+27.5%
2,201
+15.2%
0.56%
+6.1%
Q3 2021$754,000
+11.2%
1,911
+10.8%
0.53%
+0.2%
Q2 2021$678,000
+74.3%
1,724
+61.6%
0.53%
+62.8%
Q1 2021$389,0001,0670.32%
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