INVERNESS COUNSEL LLC /NY/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
INVERNESS COUNSEL LLC /NY/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$18,813,000
+136.6%
57,304
+150.0%
1.05%
+134.5%
Q2 2022$7,952,000
+113.5%
22,923
+155.5%
0.45%
+167.1%
Q1 2022$3,724,000
+14.0%
8,971
+19.9%
0.17%
+39.2%
Q4 2021$3,266,000
+142.1%
7,482
+118.8%
0.12%
+140.0%
Q3 2021$1,349,000
+0.2%
3,4200.0%0.05%
+2.0%
Q2 2021$1,346,000
+8.0%
3,4200.0%0.05%
-3.9%
Q1 2021$1,246,000
+6.0%
3,4200.0%0.05%
+6.2%
Q4 2020$1,175,000
+11.7%
3,4200.0%0.05%
+2.1%
Q3 2020$1,052,000
+8.6%
3,4200.0%0.05%
-2.1%
Q2 2020$969,000
+19.6%
3,4200.0%0.05%
-5.9%
Q1 2020$810,000
-20.0%
3,4200.0%0.05%
+6.2%
Q4 2019$1,012,000
+8.6%
3,4200.0%0.05%0.0%
Q3 2019$932,000
+1.3%
3,4200.0%0.05%
+2.1%
Q2 2019$920,000
+3.6%
3,4200.0%0.05%
-2.1%
Q1 2019$888,000
+10.0%
3,420
-2.6%
0.05%
-11.1%
Q4 2018$807,000
-11.6%
3,513
+2.7%
0.05%
+12.5%
Q3 2018$913,000
+7.0%
3,4200.0%0.05%
-2.0%
Q2 2018$853,000
-6.6%
3,420
-9.3%
0.05%
-10.9%
Q1 2018$913,0003,7700.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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