Navis Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

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 Q1 2023
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