WMG Financial 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
WMG Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,712,565
-3.6%
4,3610.0%1.46%
+11.3%
Q2 2023$1,776,148
+8.3%
4,361
+1.9%
1.31%
-3.8%
Q1 2023$1,640,042
+7.0%
4,280
-1.9%
1.36%
+4.1%
Q4 2022$1,532,194
+6.8%
4,361
-0.1%
1.30%
+1.0%
Q3 2022$1,434,000
-5.9%
4,367
-0.6%
1.29%
-2.3%
Q2 2022$1,524,000
-16.4%
4,3920.0%1.32%
-1.4%
Q1 2022$1,823,000
-4.4%
4,392
+0.6%
1.34%
-9.8%
Q4 2021$1,907,0004,3671.49%
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