Cassady Schiller Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,971,419
+1.8%
33,031
+5.5%
7.19%
+3.8%
Q2 2023$12,746,850
+13.5%
31,298
+4.8%
6.92%
+31.1%
Q1 2023$11,231,336
+6.8%
29,865
-0.3%
5.28%
-18.3%
Q4 2022$10,519,782
+37.6%
29,942
+28.6%
6.47%
+46.5%
Q3 2022$7,647,000
-0.0%
23,292
+5.6%
4.41%
+9.7%
Q2 2022$7,650,000
-14.4%
22,052
+2.4%
4.02%
-6.6%
Q1 2022$8,940,000
+6.4%
21,532
+11.9%
4.31%
-14.9%
Q4 2021$8,402,00019,2445.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders