BMS Financial Advisors, 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
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 Q2 2023
NameSharesValueWeighting ↓
E-L Financial Corp Ltd 1,653,658$879,597,590100.00%
GLOBE LIFE INC. 738,183$290,115,73797.50%
Standard Family Office LLC 125,136$49,140,90787.34%
AXIS CAPITAL HOLDINGS LTD 284,972$111,908,50478.10%
Liquid Strategies, LLC 592,642$232,712,73461.59%
TOEWS CORP /ADV 219,500$86,197,65052.21%
Fairfield University 140,834$55,305,38349.05%
Trevian Wealth Management LLC 133,756$52,52648.22%
FIDUCIENT ADVISORS LLC 2,160,361$848,374,15047.87%
Angeles Investment Advisors, LLC 1,451,648$570,201,17844.64%
View complete list of VANGUARD INDEX FDS shareholders