SOA Wealth Advisors, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,772 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 4.10 and the average weighting 2.3%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,075,736
-2.9%
51,122
+0.7%
4.99%
+3.0%
Q2 2023$20,681,680
+8.0%
50,780
-0.3%
4.84%
+2.7%
Q1 2023$19,147,835
+8.3%
50,916
+1.2%
4.72%
-0.8%
Q4 2022$17,676,029
+9.9%
50,310
+2.7%
4.76%
-1.7%
Q3 2022$16,079,000
-2.1%
48,978
+3.4%
4.84%0.0%
Q2 2022$16,424,000
-20.8%
47,350
-5.2%
4.84%
-4.2%
Q1 2022$20,725,000
-3.5%
49,921
+1.7%
5.05%
-2.8%
Q4 2021$21,481,000
+10.2%
49,069
-0.7%
5.20%
+4.2%
Q3 2021$19,490,000
-0.5%
49,419
-0.8%
4.99%
-0.8%
Q2 2021$19,595,000
+1.1%
49,796
-6.4%
5.04%
-7.1%
Q1 2021$19,376,000
+1.0%
53,188
-0.6%
5.42%
+3.8%
Q4 2020$19,181,00053,4845.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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