Smallwood Wealth Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 70 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
Smallwood Wealth Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$839,593
-21.7%
2,138
-18.8%
0.76%
-20.1%
Q2 2023$1,072,776
+22.2%
2,634
+12.8%
0.96%
+14.9%
Q1 2023$878,123
+7.0%
2,3350.0%0.83%
+19.9%
Q4 2022$820,379
+1.4%
2,335
-5.3%
0.69%
-4.5%
Q3 2022$809,000
-1.9%
2,465
+3.7%
0.73%
-13.0%
Q2 2022$825,000
-16.4%
2,3780.0%0.84%
-10.4%
Q1 2022$987,000
-4.9%
2,3780.0%0.93%
-3.4%
Q4 2021$1,038,0002,3780.97%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
GLOBE LIFE INC. 700,391$207,175,000100.00%
Mercer Investments LLC 16,135$4,773,00082.92%
E-L Financial Corp Ltd 1,653,691$634,819,00082.82%
Mangham Associates,LLC 277,886$82,199,00070.28%
JBF Capital, Inc. 1,458,168$431,326,00066.69%
HM Capital Management, LLC 292,363$86,481,00052.14%
Wall Capital Group, Inc. 381,414$112,822,00050.25%
Mizuho Bank, Ltd. 1,710,000$505,818,00049.90%
AXIS CAPITAL HOLDINGS LTD 218,067$64,504,00047.48%
Water Oak Advisors LLC 212,300$62,798,00040.13%
View complete list of VANGUARD INDEX FDS shareholders