MARSHALL FINANCIAL GROUP INC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,326 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 2.6%.

Quarter-by-quarter ownership
MARSHALL FINANCIAL GROUP INC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,881,322
-7.1%
32,802
-3.6%
5.25%
-1.2%
Q2 2023$13,859,812
+13.1%
34,030
+4.5%
5.31%
+6.7%
Q1 2023$12,251,631
+8.4%
32,578
+1.3%
4.98%
+2.6%
Q4 2022$11,303,079
+15.7%
32,171
+8.1%
4.86%
+5.2%
Q3 2022$9,768,000
-1.1%
29,753
+4.5%
4.62%
+2.9%
Q2 2022$9,873,000
-2.0%
28,464
+17.3%
4.49%
+11.6%
Q1 2022$10,075,000
+12.3%
24,268
+18.1%
4.02%
+15.6%
Q4 2021$8,973,000
+14.5%
20,554
+3.4%
3.48%
+5.4%
Q3 2021$7,838,000
+5.2%
19,873
+5.0%
3.30%
+4.1%
Q2 2021$7,449,000
+9.6%
18,928
+1.5%
3.17%
+2.8%
Q1 2021$6,796,000
+27.6%
18,656
+20.4%
3.08%
+18.2%
Q4 2020$5,326,000
+42.9%
15,495
+27.9%
2.61%
+18.5%
Q3 2020$3,726,000
+28.4%
12,111
+18.3%
2.20%
+14.3%
Q2 2020$2,902,000
+13.8%
10,239
-4.9%
1.93%
-6.6%
Q1 2020$2,549,000
+44.2%
10,763
+80.1%
2.06%
+72.6%
Q4 2019$1,768,000
+38.3%
5,976
+27.4%
1.19%
+22.6%
Q3 2019$1,278,000
+7.8%
4,689
+6.5%
0.97%
+7.7%
Q2 2019$1,185,000
+3.8%
4,4010.0%0.90%
-3.2%
Q1 2019$1,142,000
+13.1%
4,401
+0.2%
0.93%
-2.4%
Q4 2018$1,010,0004,3940.96%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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