WEATHERLY ASSET MANAGEMENT L. P. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,329 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 2.11 and the average weighting 2.3%.

Quarter-by-quarter ownership
WEATHERLY ASSET MANAGEMENT L. P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$296,039
+21.7%
751
+26.2%
0.04%
+25.0%
Q2 2023$243,270
+8.7%
5950.0%0.03%
-3.4%
Q1 2023$223,762
+7.0%
5950.0%0.03%0.0%
Q4 2022$209,047
-39.2%
595
-43.0%
0.03%
-40.8%
Q3 2022$344,000
-23.7%
1,043
-19.5%
0.05%
-22.2%
Q2 2022$451,000
-20.9%
1,296
-5.6%
0.06%
-6.0%
Q1 2022$570,000
-6.9%
1,373
-2.0%
0.07%
-1.5%
Q4 2021$612,000
+10.7%
1,4010.0%0.07%
+1.5%
Q3 2021$553,000
-2.0%
1,401
-2.2%
0.07%
-5.6%
Q2 2021$564,000
+8.0%
1,4320.0%0.07%
-1.4%
Q1 2021$522,000
+2.2%
1,432
-3.8%
0.07%
-1.4%
Q4 2020$511,000
+13.8%
1,488
+1.9%
0.07%
+1.4%
Q3 2020$449,000
+8.5%
1,4600.0%0.07%
-1.4%
Q2 2020$414,000
+19.7%
1,4600.0%0.07%
-3.9%
Q1 2020$346,000
-19.9%
1,4600.0%0.08%
-8.4%
Q4 2019$432,000
+8.5%
1,4600.0%0.08%
-2.4%
Q3 2019$398,000
-4.6%
1,460
-5.7%
0.08%
+2.4%
Q2 2019$417,0001,5480.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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