HB Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,349 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 2.5%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$73,643,800
+8.2%
147,249
+4.0%
0.86%
+0.4%
Q1 2024$68,042,386
+18.2%
141,548
+7.4%
0.86%
+3.5%
Q4 2023$57,568,650
+138.5%
131,796
+114.4%
0.83%
+112.1%
Q3 2023$24,137,330
-9.6%
61,465
-6.3%
0.39%
-8.5%
Q2 2023$26,710,875
+11.7%
65,584
+3.1%
0.43%
+2.7%
Q1 2023$23,913,000
+6.1%
63,587
-0.9%
0.42%
+1.2%
Q4 2022$22,548,311
+9.1%
64,178
+1.9%
0.41%
-6.8%
Q3 2022$20,668,000
+6.0%
62,953
+12.0%
0.44%
+10.0%
Q2 2022$19,494,000
-42.4%
56,199
-31.0%
0.40%
-36.2%
Q1 2022$33,835,000
+10.9%
81,497
+16.7%
0.63%
+2.1%
Q4 2021$30,500,00069,8630.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,675,864$555,549,000100.00%
Parplus Partners 1,449$343,000100.00%
GLOBE LIFE INC. 703,875$166,692,000100.00%
UNIVERSITY OF CHICAGO 36,353$8,609,00095.55%
Mercer Investments LLC 17,821$4,220,00082.41%
Mangham Associates,LLC 280,682$66,471,00076.68%
SCHRODERS IS Ltd 901,134$213,406,00073.09%
JBF Capital, Inc. 1,458,168$345,323,00066.02%
Sciencast Management LP 903,374$207,360,00058.18%
HM Capital Management, LLC 312,296$73,958,00054.51%
View complete list of VANGUARD INDEX FDS shareholders