SMITH SHELLNUT WILSON LLC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,075 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.46 and the average weighting 2.4%.

Quarter-by-quarter ownership
SMITH SHELLNUT WILSON LLC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,239,509
+7.7%
18,435
+11.7%
4.43%
+16.9%
Q2 2023$6,720,032
+16.5%
16,500
+7.6%
3.79%
+8.1%
Q1 2023$5,767,704
+9.7%
15,337
+2.4%
3.50%
+7.9%
Q4 2022$5,260,026
+7.0%
14,971
-0.0%
3.25%
-0.6%
Q3 2022$4,917,000
-8.7%
14,976
-3.5%
3.27%
-1.9%
Q2 2022$5,383,000
-19.2%
15,518
-3.3%
3.33%
-4.4%
Q1 2022$6,660,000
+139.5%
16,042
+151.9%
3.49%
+153.2%
Q4 2021$2,781,000
+10.7%
6,3690.0%1.38%
-5.3%
Q3 2021$2,512,000
+0.2%
6,369
+0.0%
1.45%
-0.3%
Q2 2021$2,506,000
+7.6%
6,368
-0.4%
1.46%
+2.5%
Q1 2021$2,330,000
-44.8%
6,394
-47.9%
1.42%
-43.5%
Q4 2020$4,220,000
+10.2%
12,279
-1.4%
2.52%
+75.8%
Q3 2020$3,831,000
+8.6%
12,4530.0%1.43%
-43.4%
Q2 2020$3,529,000
+19.7%
12,4530.0%2.53%
+2.2%
Q1 2020$2,949,000
-23.7%
12,453
-4.7%
2.47%
-4.0%
Q4 2019$3,864,000
+6.7%
13,064
-1.6%
2.58%
-4.0%
Q3 2019$3,620,000
+1.5%
13,280
+0.2%
2.68%
+0.0%
Q2 2019$3,568,000
+3.7%
13,2570.0%2.68%
-1.6%
Q1 2019$3,441,000
+13.0%
13,257
+0.0%
2.72%
-16.5%
Q4 2018$3,046,000
-14.3%
13,256
-0.4%
3.26%
+2.6%
Q3 2018$3,553,000
+17.6%
13,305
+6.6%
3.18%
+22.5%
Q1 2018$3,022,000
+14.9%
12,482
+16.4%
2.60%
+16.7%
Q4 2017$2,630,000
+6.3%
10,7230.0%2.22%
+2.1%
Q3 2017$2,474,000
+134.1%
10,723
+94.9%
2.18%
+98.6%
Q2 2017$1,057,000
-42.2%
5,501
-35.0%
1.10%
-35.0%
Q1 2017$1,830,000
+61.9%
8,459
+53.7%
1.69%
+55.1%
Q4 2016$1,130,0005,5021.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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