Smallwood Wealth Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,611 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.77 and the average weighting 2.6%.

Quarter-by-quarter ownership
Smallwood Wealth Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,102,006
+4.0%
2,2030.0%0.85%
+3.7%
Q1 2024$1,059,194
+10.1%
2,2030.0%0.82%
+3.1%
Q4 2023$962,371
+14.6%
2,203
+3.0%
0.80%
+4.2%
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. 703,875$166,692,000100.00%
E-L Financial Corp Ltd 1,675,864$555,549,000100.00%
Parplus Partners 1,449$343,000100.00%
UNIVERSITY OF CHICAGO 36,353$8,609,00095.55%
Mercer Investments LLC 17,821$4,220,00082.41%
Mangham Associates,LLC 280,682$66,471,00076.68%
SCHRODERS IS Ltd 901,134$213,406,00073.09%
JBF Capital, Inc. 1,458,168$345,323,00066.02%
Sciencast Management LP 903,374$207,360,00058.18%
HM Capital Management, LLC 312,296$73,958,00054.51%
View complete list of VANGUARD INDEX FDS shareholders