Elk River Wealth Management, 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
Elk River Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$436,765
-3.6%
1,1080.0%0.10%0.0%
Q2 2023$453,013
+8.7%
1,1080.0%0.10%
+2.1%
Q1 2023$416,686
-46.5%
1,108
-50.0%
0.10%
+1.1%
Q4 2022$778,570
+112.1%
2,216
+99.3%
0.09%
-3.1%
Q3 2022$367,000
-24.8%
1,112
-20.6%
0.10%
-21.1%
Q2 2022$488,000
-20.3%
1,400
-5.0%
0.12%
-8.2%
Q1 2022$612,000
-7.7%
1,473
-3.0%
0.13%
-10.7%
Q4 2021$663,000
+15.7%
1,518
+4.8%
0.15%
+3.4%
Q3 2021$573,000
-6.1%
1,448
-6.2%
0.14%
-8.2%
Q2 2021$610,000
+16.6%
1,544
+7.6%
0.16%
+6.0%
Q1 2021$523,000
+1.4%
1,435
-4.5%
0.15%
-12.9%
Q4 2020$516,0001,5020.17%
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