ADVISORY RESEARCH INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,445 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.65 and the average weighting 2.5%.

Quarter-by-quarter ownership
ADVISORY RESEARCH INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,613,026
-20.9%
6,654
-18.0%
0.36%
-14.4%
Q2 2023$3,304,670
-15.9%
8,114
-22.3%
0.42%
-34.4%
Q1 2023$3,929,555
+7.0%
10,4490.0%0.65%
+87.2%
Q4 2022$3,671,152
+7.0%
10,4490.0%0.34%
+3.0%
Q3 2022$3,430,000
-24.4%
10,449
-20.1%
0.34%
-24.4%
Q2 2022$4,538,000
-16.5%
13,0830.0%0.44%
+1.8%
Q1 2022$5,432,000
-4.9%
13,0830.0%0.44%
-3.1%
Q4 2021$5,712,000
+10.7%
13,0830.0%0.45%
+35.6%
Q3 2021$5,160,000
+0.2%
13,0830.0%0.33%
-2.4%
Q2 2021$5,148,000
+8.0%
13,0830.0%0.34%
+0.9%
Q1 2021$4,766,000
-47.0%
13,083
-50.0%
0.34%
-49.0%
Q4 2020$8,992,000
+123.4%
26,166
+100.0%
0.66%
+68.1%
Q3 2020$4,025,000
-5.2%
13,083
-12.7%
0.39%
+3.7%
Q2 2020$4,247,000
+183.9%
14,983
+137.3%
0.38%
+263.5%
Q1 2020$1,496,0006,3150.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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