Navis Wealth 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
Navis Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,537,693
-3.6%
16,6480.0%9.46%
+52.2%
Q2 2023$6,780,276
+8.3%
16,6480.0%6.22%
-9.5%
Q1 2023$6,260,702
+19.6%
16,648
+11.7%
6.87%
-7.7%
Q4 2022$5,234,966
+7.0%
14,9000.0%7.44%
-1.5%
Q3 2022$4,892,000
-5.4%
14,900
-0.1%
7.55%
+36.3%
Q2 2022$5,173,000
-16.4%
14,914
+0.1%
5.54%
+1.0%
Q1 2022$6,186,000
-4.9%
14,9000.0%5.48%
+0.2%
Q4 2021$6,505,000
+10.7%
14,9000.0%5.47%
+33.4%
Q3 2021$5,877,000
+0.2%
14,9000.0%4.10%
-16.7%
Q2 2021$5,863,000
+8.0%
14,9000.0%4.92%
+17.2%
Q1 2021$5,428,000
+6.0%
14,9000.0%4.20%
-9.1%
Q4 2020$5,121,00014,9004.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders