Intelligent Financial Strategies - 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
Intelligent Financial Strategies ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,574,146
-2.6%
39,509
+1.0%
11.55%
-1.0%
Q2 2023$15,992,466
+10.3%
39,115
+1.4%
11.67%
+2.6%
Q1 2023$14,500,558
+14.4%
38,558
+6.9%
11.37%
+6.5%
Q4 2022$12,675,198
+133.6%
36,077
+118.3%
10.67%
+87.7%
Q3 2022$5,425,000
-5.9%
16,525
-0.6%
5.69%
-2.9%
Q2 2022$5,765,000
+5.4%
16,620
+26.1%
5.86%
+9.8%
Q1 2022$5,471,000
-6.5%
13,177
-1.7%
5.33%
+1.3%
Q4 2021$5,853,00013,4075.26%
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