ACORN FINANCIAL ADVISORY SERVICES INC /ADV - 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
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,249,661
-7.2%
10,599
-3.7%
0.40%
-6.5%
Q2 2023$2,423,599
+6.8%
11,003
-1.1%
0.43%
-2.7%
Q1 2023$2,270,165
+11.5%
11,122
+4.4%
0.44%
+2.3%
Q4 2022$2,036,679
+9.7%
10,654
+2.8%
0.43%
-2.5%
Q3 2022$1,856,000
+16.5%
10,362
+22.8%
0.44%
+16.9%
Q2 2022$1,593,000
-11.0%
8,435
+7.4%
0.38%
+5.6%
Q1 2022$1,789,000
+0.7%
7,856
+6.7%
0.36%
+0.8%
Q4 2021$1,777,000
+11.7%
7,361
+2.9%
0.36%
-27.6%
Q3 2021$1,591,000
-7.9%
7,156
-7.7%
0.49%
-3.5%
Q2 2021$1,728,000
+194.4%
7,755
+177.2%
0.51%
+138.3%
Q1 2021$587,000
-39.2%
2,798
-43.5%
0.21%
-43.5%
Q4 2020$965,000
+17.5%
4,956
+3.0%
0.38%
-11.9%
Q3 2020$821,000
+12.3%
4,812
+2.9%
0.43%
-15.5%
Q2 2020$731,000
-55.0%
4,678
-62.9%
0.51%
-68.3%
Q1 2020$1,625,000
+338.0%
12,616
+455.8%
1.61%
+416.7%
Q4 2019$371,0002,2700.31%
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