Roth Financial Partners LLC - 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
Roth Financial Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,872,085
-1.9%
25,139
+1.8%
6.18%
-2.1%
Q2 2023$10,061,445
+10.1%
24,704
+1.7%
6.31%
+3.7%
Q1 2023$9,138,125
+10.0%
24,299
+2.8%
6.08%
+1.4%
Q4 2022$8,304,000
+17.8%
23,634
+10.1%
6.00%
+6.1%
Q3 2022$7,049,000
+24.7%
21,472
+31.7%
5.65%
+25.2%
Q2 2022$5,654,000
-9.8%
16,301
+7.9%
4.51%
-0.3%
Q1 2022$6,271,000
+0.2%
15,105
+5.3%
4.53%
+1.6%
Q4 2021$6,260,000
+11.2%
14,340
+0.5%
4.46%
+2.1%
Q3 2021$5,627,000
+2.4%
14,267
+2.1%
4.37%
+3.1%
Q2 2021$5,497,000
+18.1%
13,970
+9.4%
4.24%
+10.0%
Q1 2021$4,654,00012,7743.85%
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