Accel Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,307 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 2.5%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,393,452
+24.9%
3,548
+29.5%
0.78%
+26.4%
Q2 2023$1,115,947
+77.9%
2,740
+64.3%
0.61%
+139.8%
Q1 2023$627,285
-8.5%
1,668
-14.5%
0.26%
-22.0%
Q4 2022$685,464
+6.3%
1,951
+4.9%
0.33%
-4.7%
Q3 2022$645,000
-2.0%
1,8590.0%0.34%
-9.0%
Q2 2022$658,000
-12.4%
1,859
+3.0%
0.38%
-2.6%
Q1 2022$751,000
-46.7%
1,804
-44.1%
0.39%
-43.8%
Q4 2021$1,410,000
+37.8%
3,229
+24.5%
0.69%
+4.5%
Q3 2021$1,023,000
+56.9%
2,593
+56.6%
0.66%
+53.0%
Q2 2021$652,000
+12.2%
1,656
+3.9%
0.43%
-8.3%
Q1 2021$581,000
+29.4%
1,594
+22.0%
0.47%
+12.7%
Q4 2020$449,0001,3070.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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