IAG Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$308,662
-59.5%
786
-57.9%
0.09%
-57.2%
Q2 2023$761,206
+1024.5%
1,869
+938.3%
0.20%
+957.9%
Q1 2023$67,693
-44.5%
180
-48.1%
0.02%
-47.2%
Q4 2022$121,915
-1.7%
347
-8.0%
0.04%
-12.2%
Q3 2022$124,000
+47.6%
377
+55.1%
0.04%
+51.9%
Q2 2022$84,000
-43.6%
243
-32.3%
0.03%
-42.6%
Q1 2022$149,000
+63.7%
359
+71.8%
0.05%
+62.1%
Q4 2021$91,000
+7.1%
209
-1.9%
0.03%
-3.3%
Q3 2021$85,000
+19.7%
213
+19.0%
0.03%
+20.0%
Q2 2021$71,000
+2.9%
179
-4.8%
0.02%
-3.8%
Q1 2021$69,000
-4.2%
188
-9.2%
0.03%
-10.3%
Q4 2020$72,000
+9.1%
207
-2.4%
0.03%
-3.3%
Q3 2020$66,000
-18.5%
212
-25.1%
0.03%
-23.1%
Q2 2020$81,000
+19.1%
2830.0%0.04%
-13.3%
Q1 2020$68,000
-58.8%
283
-49.2%
0.04%
-58.3%
Q4 2019$165,0005570.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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