SHEETS SMITH WEALTH MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,133,919
-1.6%
5,338
+2.1%
0.17%
+3.0%
Q2 2023$1,151,806
+8.0%
5,229
+0.1%
0.17%
+3.1%
Q1 2023$1,066,623
+7.4%
5,226
+0.6%
0.16%
+5.2%
Q4 2022$992,850
+8.7%
5,193
+2.1%
0.16%
+2.0%
Q3 2022$913,000
-4.5%
5,086
+0.3%
0.15%
-3.2%
Q2 2022$956,000
-17.2%
5,0710.0%0.16%
-1.3%
Q1 2022$1,154,000
-5.3%
5,071
+0.5%
0.16%
+5.3%
Q4 2021$1,218,000
+9.0%
5,044
+0.2%
0.15%
-0.7%
Q3 2021$1,117,000
+1.4%
5,032
+1.8%
0.15%
+2.7%
Q2 2021$1,102,000
+7.3%
4,945
-0.5%
0.15%
-2.0%
Q1 2021$1,027,000
+10.4%
4,969
+4.0%
0.15%
+7.1%
Q4 2020$930,000
+12.7%
4,777
-1.4%
0.14%
-1.4%
Q3 2020$825,000
+10.1%
4,846
+1.3%
0.14%
-4.7%
Q2 2020$749,000
-7.0%
4,785
-23.3%
0.15%
-11.2%
Q1 2020$805,000
-50.4%
6,242
-37.1%
0.17%
-45.5%
Q4 2019$1,623,000
+9.7%
9,917
+1.3%
0.31%
+2.0%
Q3 2019$1,479,000
+1.0%
9,793
+0.4%
0.30%
+1.0%
Q2 2019$1,464,000
+2.5%
9,757
-1.1%
0.30%
-2.6%
Q1 2019$1,428,000
+29.8%
9,869
+14.5%
0.31%
+4.4%
Q4 2018$1,100,000
-14.0%
8,620
+0.9%
0.30%
+11.7%
Q3 2018$1,279,000
+7.4%
8,547
+0.8%
0.26%
-5.0%
Q2 2018$1,191,000
+7.9%
8,482
+4.3%
0.28%
+5.3%
Q1 2018$1,104,000
+70.1%
8,131
+71.9%
0.26%
+73.2%
Q4 2017$649,000
+5.5%
4,729
-0.4%
0.15%
-1.3%
Q3 2017$615,000
+4.1%
4,750
+0.0%
0.16%
-0.6%
Q2 2017$591,000
+2.6%
4,748
+0.0%
0.16%
+2.0%
Q1 2017$576,000
+5.3%
4,747
+0.0%
0.15%
-0.6%
Q4 2016$547,000
+2.8%
4,746
-0.8%
0.15%
+2.7%
Q3 2016$532,000
+3.3%
4,783
-0.4%
0.15%0.0%
Q2 2016$515,000
+85.9%
4,803
+82.0%
0.15%
+76.5%
Q1 2016$277,000
-43.6%
2,639
-43.9%
0.08%
-42.6%
Q4 2015$491,000
-31.8%
4,708
-35.4%
0.15%
-39.1%
Q3 2015$720,000
-68.0%
7,290
-65.3%
0.24%
-60.5%
Q2 2015$2,251,000
-0.5%
21,036
-0.3%
0.62%
-1.6%
Q1 2015$2,263,000
+7.7%
21,101
+6.5%
0.62%
+14.1%
Q4 2014$2,101,00019,8210.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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