Avantax Planning Partners, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,217,102
-3.7%
10,438
-0.1%
0.09%
+1.1%
Q2 2023$2,302,509
+9.9%
10,453
+1.9%
0.09%
+8.2%
Q1 2023$2,094,524
+11.2%
10,262
+4.2%
0.08%
+13.3%
Q4 2022$1,883,000
+12.4%
9,849
+5.5%
0.08%0.0%
Q3 2022$1,675,000
-12.7%
9,333
-8.3%
0.08%
-8.5%
Q2 2022$1,919,000
-24.0%
10,174
-8.2%
0.08%
-18.0%
Q1 2022$2,524,000
-5.2%
11,088
+0.6%
0.10%
-8.3%
Q4 2021$2,662,000
+8.2%
11,027
-0.5%
0.11%
-4.4%
Q3 2021$2,461,000
-0.3%
11,081
+0.1%
0.11%
-1.7%
Q2 2021$2,468,000
+18.1%
11,075
+9.5%
0.12%
+7.4%
Q1 2021$2,090,000
-8.0%
10,112
-13.4%
0.11%
-7.7%
Q4 2020$2,272,000
+15.7%
11,673
+1.2%
0.12%
+12.5%
Q3 2020$1,964,000
-0.6%
11,531
-8.7%
0.10%
-7.1%
Q2 2020$1,976,000
+28.1%
12,626
+5.6%
0.11%
+4.7%
Q1 2020$1,542,000
-22.9%
11,962
-2.2%
0.11%
-9.3%
Q4 2019$2,000,000
-1.4%
12,225
-9.0%
0.12%
-5.6%
Q3 2019$2,028,000
+5.5%
13,431
+6.0%
0.12%
+0.8%
Q2 2019$1,922,000
+13.7%
12,668
+8.4%
0.12%
+6.0%
Q1 2019$1,691,000
+21.0%
11,685
+6.8%
0.12%
+11.4%
Q4 2018$1,397,000
-27.5%
10,944
-15.0%
0.10%
-31.8%
Q3 2018$1,928,000
+19.5%
12,881
+12.1%
0.15%
+6.9%
Q2 2018$1,614,000
+61.9%
11,493
+56.4%
0.14%
+67.4%
Q1 2018$997,000
+0.9%
7,347
+2.1%
0.09%
-4.4%
Q4 2017$988,000
-65.5%
7,197
-67.5%
0.09%
-60.2%
Q3 2017$2,865,000
+0.7%
22,117
-3.2%
0.23%
-5.8%
Q2 2017$2,844,000
+1.2%
22,855
-1.4%
0.24%
-4.4%
Q1 2017$2,811,000
+189.2%
23,169
+175.0%
0.25%
+141.3%
Q4 2016$972,0008,4260.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders