WEALTH EFFECTS 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
WEALTH EFFECTS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,289,713
+0.2%
3,284
+3.9%
0.64%
+12.5%
Q2 2023$1,286,868
+19.8%
3,160
+10.6%
0.57%
+2.9%
Q1 2023$1,074,306
+9.3%
2,857
+2.1%
0.55%
-2.0%
Q4 2022$983,081
+20.0%
2,798
+12.1%
0.56%
+12.0%
Q3 2022$819,000
-2.8%
2,495
+2.6%
0.50%
-1.2%
Q2 2022$843,000
-9.0%
2,431
+9.0%
0.51%
+17.4%
Q1 2022$926,000
+11.0%
2,231
+16.8%
0.43%
+24.9%
Q4 2021$834,0001,9100.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders