OAK HARBOR WEALTH PARTNERS, LLC - 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
OAK HARBOR WEALTH PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,173,712
+0.7%
51,371
+4.4%
7.15%
+4.4%
Q2 2023$20,029,338
+12.5%
49,184
+3.8%
6.85%
+5.7%
Q1 2023$17,808,549
-2.6%
47,361
-9.0%
6.48%
-7.0%
Q4 2022$18,275,999
+7.7%
52,017
+0.6%
6.96%
+4.8%
Q3 2022$16,970,000
-1.9%
51,684
+3.6%
6.64%
-3.6%
Q2 2022$17,298,000
-6.1%
49,865
+12.5%
6.89%
+14.0%
Q1 2022$18,413,000
-2.8%
44,343
+2.2%
6.04%
-7.1%
Q4 2021$18,936,00043,3756.51%
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