Clearstead Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,033 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 3.18 and the average weighting 2.6%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$328,313,318
+91.2%
835,928
+98.3%
9.53%
-8.4%
Q2 2023$171,689,226
+7.8%
421,497
-0.5%
10.41%
-10.2%
Q1 2023$159,281,304
+7.8%
423,542
+0.8%
11.59%
+0.2%
Q4 2022$147,690,838
+7.1%
420,364
+0.1%
11.57%
-9.0%
Q3 2022$137,955,000
-6.4%
420,144
-1.1%
12.71%
+10.7%
Q2 2022$147,342,000
-14.1%
424,701
+2.8%
11.48%
-1.3%
Q1 2022$171,550,000
+3.2%
413,203
+8.5%
11.64%
+2.9%
Q4 2021$166,241,000
+10.0%
380,788
-0.6%
11.30%
+0.3%
Q3 2021$151,063,000
+0.6%
383,020
+0.4%
11.27%
-2.5%
Q2 2021$150,137,000
+9.2%
381,522
+1.0%
11.55%
+0.8%
Q1 2021$137,546,000
+11.9%
377,562
+5.6%
11.46%
+2.5%
Q4 2020$122,893,000
+15.4%
357,570
+3.3%
11.18%
-2.1%
Q3 2020$106,497,000
+6.2%
346,164
-2.2%
11.42%
-1.6%
Q2 2020$100,291,000
+18.8%
353,848
-0.8%
11.60%
-5.7%
Q1 2020$84,452,000
-12.4%
356,610
+9.5%
12.30%
+5.2%
Q4 2019$96,364,000
+7.7%
325,773
-0.7%
11.69%
-2.3%
Q3 2019$89,444,000
-1.9%
328,114
-3.1%
11.97%
-1.4%
Q2 2019$91,157,000
-0.6%
338,685
-4.1%
12.14%
-4.0%
Q1 2019$91,663,000
+12.7%
353,175
-0.2%
12.64%
-0.2%
Q4 2018$81,328,000
-10.9%
353,894
+3.5%
12.67%
+1.1%
Q3 2018$91,319,000
+8.2%
341,953
+1.1%
12.52%
+4.0%
Q2 2018$84,429,000
+2.9%
338,381
-0.1%
12.04%
+1.3%
Q1 2018$82,034,000
-2.5%
338,872
-1.2%
11.89%
+4.3%
Q4 2017$84,115,000
-0.2%
342,919
-6.1%
11.40%
+3.8%
Q3 2017$84,315,000
+11.2%
365,382
+7.0%
10.98%
-0.9%
Q2 2017$75,852,000
+1.1%
341,582
-1.5%
11.08%
+1.7%
Q1 2017$75,005,000
+6.4%
346,682
+1.0%
10.90%
-4.4%
Q4 2016$70,487,000343,32011.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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