FirstPurpose Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,055 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 3.18 and the average weighting 2.6%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$351,629
+4.9%
744
-3.0%
0.13%0.0%
Q4 2023$335,242
+6.5%
767
-4.4%
0.13%
-5.9%
Q3 2023$314,779
-9.0%
802
-5.6%
0.14%
-8.1%
Q2 2023$346,061
+24.9%
850
+15.3%
0.15%
+8.0%
Q1 2023$277,046
-2.6%
737
-9.0%
0.14%
-13.8%
Q4 2022$284,448
-10.3%
810
-16.1%
0.16%
-23.9%
Q3 2022$317,000
+4.6%
965
+10.5%
0.21%
+2.5%
Q2 2022$303,000
-11.9%
873
+5.2%
0.20%
-23.9%
Q1 2022$344,000
+27.9%
830
+34.7%
0.27%
+58.6%
Q4 2021$269,0006160.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 693,701$189,103,000100.00%
Mercer Investments LLC 14,984$4,084,772,00084.33%
E-L Financial Corp Ltd 1,653,696$596,885,00082.55%
Mangham Associates,LLC 369,725$100,787,00074.89%
JBF Capital, Inc. 1,458,168$397,497,00070.92%
HM Capital Management, LLC 311,098$84,805,00053.58%
Wall Capital Group, Inc. 395,967$107,941,00051.17%
AXIS CAPITAL HOLDINGS LTD 218,067$59,445,00047.47%
Fairfield University 163,484$44,565,738,00047.20%
Summit Rock Advisors, LP 167,694$45,713,00042.63%
View complete list of VANGUARD INDEX FDS shareholders