Sweet Financial Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
Sweet Financial Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$68,661,355
-2.7%
174,844
+0.9%
18.18%
-1.1%
Q2 2023$70,574,273
+3.5%
173,282
-4.4%
18.39%
-2.5%
Q1 2023$68,189,672
+10.4%
181,322
+3.1%
18.86%
+3.9%
Q4 2022$61,771,529
+10.6%
175,817
+3.4%
18.14%
+2.0%
Q3 2022$55,840,000
-2.4%
170,089
+3.1%
17.78%
-0.9%
Q2 2022$57,227,000
+33.6%
164,978
+59.9%
17.94%
+56.3%
Q1 2022$42,848,000
+16.9%
103,207
+22.9%
11.48%
-24.5%
Q4 2021$36,649,00083,94715.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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