VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908413.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $93,726 | +11.1% | 214 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $84,357 | +3.2% | 214 | +7.0% | 0.00% | +100.0% |
| Q2 2023 | $81,771 | +8.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $75,214 | +9.8% | 200 | +2.6% | 0.00% | 0.0% |
| Q4 2022 | $68,511 | +6.5% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $64,305 | -2.8% | 195 | +2.6% | 0.00% | 0.0% |
| Q2 2022 | $66,179 | – | 190 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Acropolis Investment Management, LLC | 129,978 | $21,986,000 | 4.76% |
| SALEM INVESTMENT COUNSELORS INC | 46,290 | $7,830,000 | 1.02% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,300 | $727,000 | 0.56% |
| LBMC INVESTMENT ADVISORS, LLC | 11,529 | $1,950,000 | 0.51% |
| RAYNER & HAYNOR | 1,775 | $300,000 | 0.23% |
| Camelot Portfolios, LLC | 1,462 | $247,000 | 0.16% |
| Buffington Mohr McNeal | 1,473 | $249,000 | 0.15% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,425 | $241,000 | 0.14% |
| Stearns Financial Services Group | 2,178 | $368,000 | 0.14% |
| Diversified Trust Co | 6,542 | $1,107,000 | 0.11% |