Clientfirst Wealth Management, 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
Clientfirst Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,788,263
-3.0%
6,9670.0%3.39%
-0.9%
Q2 2023$2,875,769
+10.1%
6,9670.0%3.42%
-1.7%
Q1 2023$2,611,998
+6.7%
6,9670.0%3.48%
+11.9%
Q4 2022$2,447,786
-3.1%
6,9670.0%3.11%
-0.9%
Q3 2022$2,527,000
+6.8%
6,967
+2.2%
3.14%
-12.8%
Q2 2022$2,365,000
-5.5%
6,817
+13.1%
3.60%
+56.1%
Q1 2022$2,503,000
-0.9%
6,0270.0%2.30%
+1.6%
Q4 2021$2,526,0006,0272.27%
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