WEBSTERROGERS FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,033 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 3.18 and the average weighting 2.6%.

Quarter-by-quarter ownership
WEBSTERROGERS FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,964,088
-14.9%
5,001
-11.7%
0.86%
-14.0%
Q2 2023$2,307,234
+8.0%
5,664
-0.3%
1.00%
+2.3%
Q1 2023$2,135,695
+7.0%
5,679
-0.0%
0.98%
+1.6%
Q4 2022$1,996,112
-19.3%
5,681
-24.6%
0.97%
-25.6%
Q3 2022$2,473,000
-51.6%
7,533
-48.8%
1.30%
-47.9%
Q2 2022$5,107,000
-28.7%
14,723
-14.5%
2.50%
-31.9%
Q1 2022$7,167,000
-89.3%
17,215
-88.8%
3.67%
-75.9%
Q4 2021$67,146,000
+6.2%
153,803
-4.1%
15.20%
+3.6%
Q3 2021$63,244,000
+0.1%
160,355
-0.8%
14.66%
-2.8%
Q2 2021$63,165,000
+9.9%
161,679
+2.5%
15.08%
-3.0%
Q1 2021$57,475,000
-5.1%
157,767
-9.3%
15.55%
-12.0%
Q4 2020$60,539,000173,91317.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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