Simplicity Wealth,LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,307 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
Simplicity Wealth,LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,811,233
+9.1%
4,612
+13.2%
1.06%
+2.7%
Q2 2023$1,659,700
+8.6%
4,075
+0.3%
1.03%
+1.6%
Q1 2023$1,528,367
-31.4%
4,064
-35.9%
1.02%
-48.3%
Q4 2022$2,226,816
+463.8%
6,338
+426.8%
1.96%
+270.8%
Q3 2022$395,0001,2030.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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