West Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
West Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,604,412
-6.7%
21,911
-3.3%
2.16%
-4.9%
Q2 2023$9,226,782
+7.3%
22,655
-0.9%
2.27%
+0.9%
Q1 2023$8,600,661
+15.3%
22,870
+7.7%
2.25%
+8.1%
Q4 2022$7,462,426
+39.9%
21,240
+30.7%
2.08%
+30.3%
Q3 2022$5,335,000
-3.0%
16,250
+2.5%
1.60%0.0%
Q2 2022$5,500,000
-17.9%
15,854
-1.7%
1.60%
-9.3%
Q1 2022$6,696,000
+612.3%
16,127
+649.4%
1.76%
+599.2%
Q4 2021$940,000
+4.8%
2,152
-5.3%
0.25%
-4.2%
Q3 2021$897,0002,2730.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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