Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,178,481
-5.5%
46,290
-2.0%
0.38%
-15.7%
Q2 2023$19,233,969
+3.1%
47,224
-4.8%
0.45%
-0.9%
Q1 2023$18,649,093
+645.7%
49,588
+596.7%
0.45%
+603.1%
Q4 2022$2,500,954
-67.7%
7,118
-69.9%
0.06%
-69.4%
Q3 2022$7,753,000
-4.2%
23,615
+1.2%
0.21%
+1.0%
Q2 2022$8,095,000
-16.7%
23,337
-0.4%
0.21%
-2.4%
Q1 2022$9,723,000
-2.1%
23,419
+2.9%
0.21%
+7.1%
Q4 2021$9,932,00022,7510.20%
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