SAX WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,103 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
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,580,822
+6.6%
9,159
+2.5%
0.44%
-13.1%
Q1 2024$4,295,661
+57.4%
8,936
+43.0%
0.50%
+12.8%
Q4 2023$2,729,253
+19.1%
6,248
+7.0%
0.44%
-1.5%
Q3 2023$2,292,104
-0.1%
5,837
+3.6%
0.45%
-1.1%
Q2 2023$2,294,907
+2.2%
5,635
-5.6%
0.46%
-6.4%
Q1 2023$2,245,031
+11.0%
5,970
+3.7%
0.49%
+4.5%
Q4 2022$2,023,248
-1.6%
5,759
-8.1%
0.47%
-11.7%
Q3 2022$2,057,000
-4.3%
6,265
+1.1%
0.53%
-3.3%
Q2 2022$2,150,000
-3.1%
6,199
+16.0%
0.55%
+1.9%
Q1 2022$2,219,000
-9.1%
5,345
-4.4%
0.54%
+5.5%
Q4 2021$2,442,000
+10.3%
5,593
-0.4%
0.51%
-3.0%
Q3 2021$2,214,000
+0.4%
5,614
+0.2%
0.52%
-30.6%
Q2 2021$2,205,000
+13.5%
5,604
+5.1%
0.76%
+6.3%
Q1 2021$1,943,000
+5.1%
5,334
-0.8%
0.71%
-16.4%
Q4 2020$1,848,0005,3760.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
GLOBE LIFE INC. 693,701$189,103,000100.00%
Mercer Investments LLC 14,984$4,084,772,00084.33%
E-L Financial Corp Ltd 1,653,696$596,885,00082.55%
Mangham Associates,LLC 369,725$100,787,00074.89%
JBF Capital, Inc. 1,458,168$397,497,00070.92%
HM Capital Management, LLC 311,098$84,805,00053.58%
Wall Capital Group, Inc. 395,967$107,941,00051.17%
AXIS CAPITAL HOLDINGS LTD 218,067$59,445,00047.47%
Fairfield University 163,484$44,565,738,00047.20%
Summit Rock Advisors, LP 167,694$45,713,00042.63%
View complete list of VANGUARD INDEX FDS shareholders