Lee Financial Group Hawaii, Inc. - 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
Lee Financial Group Hawaii, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,004,017
+19.9%
71,311
+24.3%
25.70%
+20.4%
Q2 2023$23,361,228
+56.0%
57,360
+44.0%
21.35%
+38.4%
Q1 2023$14,979,313
+7.2%
39,831
+0.2%
15.43%
+12.3%
Q4 2022$13,968,948
+3.6%
39,759
-3.2%
13.74%
+26.6%
Q3 2022$13,485,000
-4.5%
41,075
+0.9%
10.85%
-21.2%
Q2 2022$14,123,000
-17.9%
40,715
-1.8%
13.77%
+17.4%
Q1 2022$17,211,000
-51.9%
41,456
-49.5%
11.73%
-54.9%
Q4 2021$35,814,000
+10.5%
82,036
-0.2%
26.03%
+9.2%
Q3 2021$32,425,000
+14.7%
82,214
+14.4%
23.85%
+17.0%
Q2 2021$28,280,000
-2.5%
71,865
-9.7%
20.38%
-14.3%
Q1 2021$28,991,000
+69.2%
79,579
+59.6%
23.78%
+64.7%
Q4 2020$17,135,000
+2434.8%
49,857
+2169.3%
14.44%
+2473.4%
Q3 2020$676,000
+16.8%
2,197
+7.6%
0.56%
+12.7%
Q2 2020$579,0002,0420.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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