TrueWealth Financial Partners - 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
TrueWealth Financial Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,365,350
-0.6%
31,488
+3.1%
10.17%
-1.1%
Q2 2023$12,437,099
+8.8%
30,537
+0.4%
10.29%
+4.3%
Q1 2023$11,434,791
+18.7%
30,406
+10.9%
9.86%
+5.6%
Q4 2022$9,636,553
+11.1%
27,428
+3.8%
9.34%
-0.9%
Q3 2022$8,677,000
-2.1%
26,429
+3.4%
9.42%
+1.4%
Q2 2022$8,866,000
-10.8%
25,559
+6.8%
9.30%
-2.7%
Q1 2022$9,939,000
-2.4%
23,940
+2.7%
9.56%
-4.0%
Q4 2021$10,180,00023,3199.95%
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