Level Financial Advisors - 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
Level Financial Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$37,579,028
-3.1%
95,694
+0.5%
21.01%
-2.9%
Q2 2023$38,762,765
+9.0%
95,175
+0.6%
21.64%
+1.4%
Q1 2023$35,565,230
+10.4%
94,571
+3.1%
21.35%
+1.1%
Q4 2022$32,224,000
+11.2%
91,717
+3.9%
21.11%
-1.3%
Q3 2022$28,972,000
-2.6%
88,248
+2.9%
21.39%
-2.3%
Q2 2022$29,749,000
-14.4%
85,762
+2.5%
21.90%
-18.2%
Q1 2022$34,743,000
+0.9%
83,685
+6.1%
26.77%
+2.0%
Q4 2021$34,420,00078,84226.25%
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