Key Client Fiduciary Advisors, 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
Key Client Fiduciary Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$718,226
+20.7%
1,829
+25.2%
0.44%
+27.2%
Q2 2023$594,902
+9.8%
1,461
+1.4%
0.35%
+2.4%
Q1 2023$541,793
+3.8%
1,441
-3.0%
0.34%
-4.2%
Q4 2022$522,083
+24.0%
1,486
+15.8%
0.35%
-7.3%
Q3 2022$421,000
-3.0%
1,283
+2.6%
0.38%
-9.9%
Q2 2022$434,000
-13.5%
1,251
+3.6%
0.42%
+6.5%
Q1 2022$502,000
+1.0%
1,208
+6.2%
0.40%
-3.2%
Q4 2021$497,0001,1380.41%
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