Applied Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,723 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 3.20 and the average weighting 2.3%.

Quarter-by-quarter ownership
Applied Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25,714,875
+0.8%
65,482
+4.6%
15.77%
-0.3%
Q2 2023$25,499,005
+11.0%
62,608
+2.5%
15.82%
+3.3%
Q1 2023$22,966,236
+11.1%
61,069
+3.8%
15.32%
+2.1%
Q4 2022$20,669,094
+3.7%
58,829
-3.1%
15.00%
+9.4%
Q3 2022$19,936,000
-1.3%
60,724
+4.3%
13.71%
-0.8%
Q2 2022$20,189,000
-54.4%
58,202
-45.5%
13.81%
-16.7%
Q1 2022$44,302,000
+98.4%
106,706
+108.6%
16.58%
-6.8%
Q4 2021$22,335,000
+13.0%
51,160
+2.0%
17.78%
+2.8%
Q3 2021$19,774,000
+5.8%
50,136
+5.6%
17.31%
-3.4%
Q2 2021$18,686,000
+11.3%
47,485
+3.1%
17.92%
-1.0%
Q1 2021$16,786,00046,07718.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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