Waypoint Capital Advisors, 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
Waypoint Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$341,966
+5.7%
871
+9.7%
0.12%
+13.9%
Q2 2023$323,574
+23.9%
794
+14.4%
0.10%
+18.8%
Q1 2023$261,172
+7.3%
694
+0.1%
0.08%
+1.2%
Q4 2022$243,303
-83.0%
693
-83.2%
0.08%
-87.1%
Q2 2022$1,434,000
-58.7%
4,133
-50.6%
0.65%
-68.1%
Q1 2022$3,472,000
+12.9%
8,363
+18.7%
2.04%
-3.4%
Q4 2021$3,076,0007,0472.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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