Clear Perspectives Financial Planning, 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
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$11,183,620
+154.4%
29,738
+137.7%
6.27%
+168.5%
Q4 2022$4,396,346
-0.3%
12,513
-6.9%
2.34%
+8.0%
Q3 2022$4,411,000
+4.0%
13,435
+9.8%
2.16%
+30.8%
Q2 2022$4,243,000
+9.8%
12,233
+31.4%
1.65%
+12.9%
Q1 2022$3,865,000
-15.5%
9,310
-11.1%
1.46%
-20.8%
Q4 2021$4,573,000
+14.4%
10,475
+3.4%
1.85%
+2.2%
Q3 2021$3,996,000
+28.9%
10,131
+28.7%
1.81%
+21.0%
Q2 2021$3,099,000
+9.4%
7,874
+1.2%
1.50%
-8.9%
Q1 2021$2,834,000
+1.2%
7,780
-4.5%
1.64%
-7.5%
Q4 2020$2,801,0008,1501.78%
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