BMS Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,094 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 3.98 and the average weighting 2.5%.

Quarter-by-quarter ownership
BMS Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$437,011
+5.6%
1,073
-2.5%
0.28%
-0.3%
Q1 2023$413,677
-16.0%
1,100
-2.5%
0.29%
-12.5%
Q4 2022$492,451
+40.7%
1,128
+5.7%
0.33%
+33.5%
Q3 2022$350,000
-28.9%
1,067
-5.4%
0.24%
-23.9%
Q2 2022$492,000
+9.3%
1,128
+4.0%
0.32%
+12.6%
Q1 2022$450,000
-8.5%
1,085
-3.8%
0.29%
-8.6%
Q4 2021$492,0001,1280.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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