Laurel Wealth Planning 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
Laurel Wealth Planning LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,525
+8.7%
19,161
+12.7%
5.86%
+18.5%
Q2 2023$6,922
+7.6%
16,996
-0.7%
4.94%
+16.0%
Q1 2023$6,434
-99.9%
17,108
-9.9%
4.26%
-1.0%
Q4 2022$6,673,703
+8.6%
18,995
+1.5%
4.30%
-4.9%
Q3 2022$6,147,000
-4.8%
18,723
+0.5%
4.52%
-0.5%
Q2 2022$6,460,000
-9.7%
18,623
+8.1%
4.55%
-5.9%
Q1 2022$7,155,000
-8.3%
17,235
-3.6%
4.83%
-18.3%
Q4 2021$7,805,000
+2.4%
17,879
-7.5%
5.91%
-3.9%
Q3 2021$7,623,000
-1.5%
19,327
-1.7%
6.15%
-8.8%
Q2 2021$7,739,000
+7.8%
19,665
-0.2%
6.75%
+2.7%
Q1 2021$7,179,000
+14.9%
19,706
+8.4%
6.57%
+7.7%
Q4 2020$6,249,00018,1816.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 679,459$181,449,000100.00%
E-L Financial Corp Ltd 1,653,680$571,396,00081.63%
Wall Capital Group, Inc. 534,604$142,766,00073.20%
Mangham Associates,LLC 322,637$86,160,00069.91%
Strategic Wealth Partners Group, LLC 19,373$3,241,784,00069.76%
TIFF ADVISORY SERVICES, LLC 415,437$110,942,00059.58%
JBF Capital, Inc. 1,458,168$389,404,00057.25%
Mercer Investments LLC 11,080$2,958,907,00055.72%
HM Capital Management, LLC 259,497$69,299,00052.94%
SCHRODERS IS Ltd 2,529,386$675,472,00044.25%
View complete list of VANGUARD INDEX FDS shareholders