Monterey Private Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,580,210
-12.8%
14,210
-9.5%
2.81%
-9.5%
Q2 2023$6,395,712
+7.9%
15,703
-0.4%
3.10%
+1.8%
Q1 2023$5,928,017
+5.4%
15,763
-1.5%
3.04%
+0.3%
Q4 2022$5,623,304
+4.6%
16,005
-0.8%
3.04%
-5.8%
Q3 2022$5,378,000
+490.3%
16,133
+514.6%
3.22%
+518.4%
Q2 2022$911,000
-22.7%
2,625
-6.0%
0.52%
-8.4%
Q1 2022$1,178,000
-3.1%
2,793
+0.3%
0.57%
-5.5%
Q4 2021$1,216,000
+8.9%
2,785
-0.8%
0.60%
-4.0%
Q3 2021$1,117,000
+1.8%
2,807
+0.6%
0.63%
-0.5%
Q2 2021$1,097,000
+2.5%
2,7890.0%0.63%
+7.0%
Q1 2021$1,070,000
+10.8%
2,789
-0.8%
0.59%
+5.7%
Q4 2020$966,000
+16.8%
2,812
+4.6%
0.56%
+4.7%
Q3 2020$827,000
+10.4%
2,689
+1.7%
0.53%
-0.4%
Q2 2020$749,000
+19.6%
2,643
+0.1%
0.53%0.0%
Q1 2020$626,000
-27.2%
2,641
-9.2%
0.53%
-22.6%
Q4 2019$860,0002,9090.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders