High Pines 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
High Pines Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,848,568
-13.1%
19,986
-9.9%
12.91%
-6.2%
Q2 2023$9,035,390
+13.1%
22,185
+4.5%
13.77%
+3.8%
Q1 2023$7,985,362
+6.3%
21,234
-0.7%
13.26%
+0.6%
Q4 2022$7,511,884
+8.8%
21,381
+1.7%
13.17%
-0.1%
Q3 2022$6,904,000
-5.4%
21,030
-0.1%
13.18%
-2.1%
Q2 2022$7,299,000
-36.8%
21,043
-24.3%
13.47%
+58.7%
Q1 2022$11,540,000
-16.2%
27,797
-11.9%
8.49%
-11.6%
Q4 2021$13,774,000
-13.5%
31,550
-21.8%
9.60%
-12.2%
Q3 2021$15,920,000
+7.3%
40,365
+7.1%
10.93%
-2.3%
Q2 2021$14,833,000
+67.8%
37,692
+55.3%
11.19%
+43.2%
Q1 2021$8,842,000
+6.6%
24,270
+0.6%
7.81%
+1.9%
Q4 2020$8,292,00024,1267.67%
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