VALLEY WEALTH MANAGERS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,071 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.63 and the average weighting 2.3%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$719,277
+201.4%
1,832
+212.6%
0.06%
+185.7%
Q2 2023$238,626
+8.3%
5860.0%0.02%
+5.0%
Q1 2023$220,340
+7.2%
586
+0.2%
0.02%
+5.3%
Q4 2022$205,594
+7.1%
585
+0.2%
0.02%0.0%
Q3 2022$192,000
-5.0%
584
+0.2%
0.02%0.0%
Q2 2022$202,000
-16.5%
5830.0%0.02%
-5.0%
Q1 2022$242,000
-4.7%
583
+0.2%
0.02%0.0%
Q4 2021$254,000
+10.9%
582
+0.2%
0.02%0.0%
Q3 2021$229,000
+0.4%
581
+0.2%
0.02%
+5.3%
Q2 2021$228,000
+8.1%
5800.0%0.02%0.0%
Q1 2021$211,000
+5.0%
580
-14.7%
0.02%
-5.0%
Q4 2019$201,000
-17.3%
680
-24.8%
0.02%
-23.1%
Q2 2019$243,000
-15.0%
904
-27.3%
0.03%
-29.7%
Q4 2018$286,000
+116.7%
1,244
+104.3%
0.04%
+105.6%
Q1 2017$132,000
+5.6%
6090.0%0.02%0.0%
Q4 2016$125,000
+150.0%
609
+140.7%
0.02%
+157.1%
Q3 2016$50,000
+47.1%
253
+42.1%
0.01%
+40.0%
Q2 2016$34,0001780.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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