Wells Financial Advisors INC - 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
Wells Financial Advisors INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$157,080
-3.6%
4000.0%0.12%
-0.8%
Q2 2023$162,912
+8.3%
4000.0%0.12%
+2.5%
Q1 2023$150,428
+7.0%
4000.0%0.12%
+3.4%
Q4 2022$140,536
+7.3%
4000.0%0.12%
-8.7%
Q3 2022$131,000
-5.8%
4000.0%0.13%
+0.8%
Q2 2022$139,000
-16.3%
4000.0%0.13%
-9.4%
Q1 2022$166,000
-5.1%
4000.0%0.14%
-0.7%
Q4 2021$175,000
+10.8%
4000.0%0.14%
+5.3%
Q3 2021$158,000
+0.6%
4000.0%0.13%
+0.8%
Q2 2021$157,000
+7.5%
4000.0%0.13%
+0.8%
Q1 2021$146,000
+6.6%
4000.0%0.13%
+12.0%
Q4 2020$137,0004000.12%
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