AVITY INVESTMENT MANAGEMENT INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,723 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 3.20 and the average weighting 2.3%.

Quarter-by-quarter ownership
AVITY INVESTMENT MANAGEMENT INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,012,794
-67.4%
7,672
-66.2%
0.30%
-64.8%
Q2 2023$9,241,590
+415.2%
22,691
+375.7%
0.86%
+389.1%
Q1 2023$1,793,854
+118228.1%
4,770
+10.5%
0.18%
+12.9%
Q4 2022$1,516
-99.9%
4,315
-16.7%
0.16%
-16.2%
Q3 2022$1,701,000
-12.5%
5,180
-7.6%
0.18%
-7.5%
Q2 2022$1,944,000
+8.5%
5,605
+29.9%
0.20%
+27.4%
Q1 2022$1,791,000
-4.9%
4,3150.0%0.16%
+6.8%
Q4 2021$1,884,000
+229.4%
4,315
+197.6%
0.15%
+206.2%
Q3 2021$572,000
+1.6%
1,450
+1.3%
0.05%0.0%
Q2 2021$563,000
+8.1%
1,4310.0%0.05%
+2.1%
Q1 2021$521,000
+35.3%
1,431
+27.8%
0.05%
+27.0%
Q4 2020$385,0001,1200.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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