Agate Pass Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
Agate Pass Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$2,087,904
+40.1%
4,780
+26.0%
1.21%
+19.8%
Q3 2023$1,489,904
+3.8%
3,794
+7.7%
1.01%
+16.0%
Q2 2023$1,434,847
+21.8%
3,523
+12.4%
0.87%
+13.0%
Q1 2023$1,178,227
+37.1%
3,133
+28.1%
0.77%
+26.8%
Q4 2022$859,378
+37.1%
2,446
+28.1%
0.61%
+27.2%
Q3 2022$627,000
+18.3%
1,910
+24.9%
0.48%
+28.2%
Q2 2022$530,000
+10.6%
1,529
+32.5%
0.37%
+24.7%
Q1 2022$479,000
+76.1%
1,154
+85.2%
0.30%
+76.9%
Q4 2021$272,0006230.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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