VALLEY NATIONAL ADVISERS INC - 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
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2
-97.6%
6
-97.1%
0.00%
-100.0%
Q2 2023$85
+325.0%
206
+288.7%
0.01%
+250.0%
Q1 2023$20
-99.9%
53
-41.8%
0.00%
-42.9%
Q4 2019$27,000
+107.7%
91
+82.0%
0.01%
+75.0%
Q2 2019$13,0000.0%500.0%0.00%0.0%
Q1 2019$13,000
+1200.0%
50
+900.0%
0.00%
Q4 2017$1,00050.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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