Thrive Wealth Management, LLC - 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
Thrive Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,287,499
-4.2%
18,557
-0.6%
1.94%
-1.5%
Q2 2023$7,604,872
+2.2%
18,672
-5.6%
1.97%
+3.3%
Q1 2023$7,441,050
+46.0%
19,786
+36.4%
1.91%
+30.7%
Q4 2022$5,095,237
+90.1%
14,502
+77.6%
1.46%
+55.4%
Q3 2022$2,680,000
+17.1%
8,165
+23.7%
0.94%
+17.7%
Q2 2022$2,289,000
-21.5%
6,599
-6.1%
0.80%
-7.4%
Q1 2022$2,916,000
-4.1%
7,024
+0.9%
0.86%
-17.0%
Q4 2021$3,040,0006,9631.04%
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