BAKER TILLY WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,547,140
+4.2%
34,497
+8.0%
2.23%
+63.4%
Q2 2023$13,007,298
+11.7%
31,937
+3.1%
1.37%
+4.3%
Q1 2023$11,649,141
+13.8%
30,976
+6.3%
1.31%
+3.9%
Q4 2022$10,236,465
+18.7%
29,135
+10.9%
1.26%
+7.3%
Q3 2022$8,624,000
-6.5%
26,267
-1.3%
1.18%
-3.0%
Q2 2022$9,228,000
-13.6%
26,603
+3.4%
1.21%
+2.4%
Q1 2022$10,685,000
+5.4%
25,737
+10.8%
1.18%
+8.6%
Q4 2021$10,142,000
+1113.2%
23,232
+995.8%
1.09%
+890.0%
Q3 2021$836,000
+28.8%
2,120
+28.5%
0.11%
+4.8%
Q2 2021$649,000
+8.0%
1,6500.0%0.10%
-14.6%
Q1 2021$601,000
+6.0%
1,650
+0.1%
0.12%
-29.7%
Q4 2020$567,0001,6490.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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