PLANNING DIRECTIONS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,634 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.85 and the average weighting 2.4%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,050
-3.2%
2,674
+0.4%
0.80%
+1.9%
Q2 2023$1,085
+13.7%
2,664
+5.0%
0.79%
+11.3%
Q1 2023$954
+2.0%
2,538
-4.7%
0.71%
-0.7%
Q4 2022$935
-99.9%
2,663
+0.9%
0.71%
+2.0%
Q3 2022$866,000
+7.0%
2,639
+13.1%
0.70%
+12.9%
Q2 2022$809,000
-17.4%
2,334
-1.1%
0.62%
-9.9%
Q1 2022$979,000
-3.3%
2,359
+1.8%
0.69%
+2.1%
Q4 2021$1,012,000
+10.1%
2,318
-0.5%
0.67%
+0.7%
Q3 2021$919,000
+0.5%
2,329
+0.3%
0.67%
+0.1%
Q2 2021$914,000
+3.7%
2,322
-4.0%
0.67%
-3.6%
Q1 2021$881,000
+5.9%
2,419
-0.0%
0.69%
+2.8%
Q4 2020$832,000
+4.9%
2,420
-6.1%
0.67%
-3.6%
Q3 2020$793,000
+8.0%
2,577
-0.5%
0.70%
+2.0%
Q2 2020$734,000
+1.0%
2,591
+5.4%
0.68%
+1.9%
Q4 2019$727,000
+9.5%
2,458
+0.9%
0.67%
+5.5%
Q3 2019$664,000
-2.1%
2,437
-3.3%
0.64%
-7.4%
Q2 2019$678,000
+1.5%
2,519
-2.2%
0.69%
-13.4%
Q1 2019$668,000
+24.2%
2,575
+10.0%
0.79%
+19.4%
Q4 2018$538,000
-16.2%
2,340
-2.7%
0.66%
+11.4%
Q3 2018$642,000
+40.5%
2,406
+31.3%
0.60%
+35.4%
Q2 2018$457,000
-5.0%
1,832
-7.7%
0.44%
-6.4%
Q1 2018$481,0001,9850.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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