KWB Wealth - 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
KWB Wealth ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,445,616
-1.9%
20,737
-1.9%
1.36%
-0.4%
Q2 2023$8,606,491
-2.3%
21,132
-15.7%
1.36%
-16.2%
Q1 2023$8,808,726
+3.8%
25,072
+3.8%
1.62%
+0.7%
Q4 2022$8,487,680
-2.8%
24,158
-9.1%
1.61%
-7.4%
Q3 2022$8,728,000
-5.6%
26,587
-0.3%
1.74%
-2.2%
Q2 2022$9,249,000
-29.3%
26,665
-11.0%
1.78%
-18.3%
Q1 2022$13,077,000
-0.9%
29,954
-0.9%
2.18%
-0.6%
Q4 2021$13,192,000
+8.3%
30,218
-2.1%
2.19%
+1.3%
Q3 2021$12,178,000
-0.2%
30,877
-7.8%
2.16%
-7.6%
Q2 2021$12,207,0000.0%33,5070.0%2.34%
+0.4%
Q1 2021$12,207,000
-9.6%
33,507
-14.7%
2.33%
-17.0%
Q4 2020$13,498,00039,2752.81%
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