OXFORD FINANCIAL GROUP, LTD. LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$133,941,842
-0.0%
630,582
+3.7%
11.58%
-9.1%
Q2 2023$133,996,778
+17.8%
608,302
+9.2%
12.74%
-0.2%
Q1 2023$113,722,799
+12.3%
557,192
+5.2%
12.76%
+8.2%
Q4 2022$101,262,129
-14.6%
529,641
-19.9%
11.80%
-33.9%
Q3 2022$118,617,000
+0.8%
660,928
+5.9%
17.85%
+2.8%
Q2 2022$117,685,000
-20.3%
623,926
-3.8%
17.36%
-7.3%
Q1 2022$147,715,000
+6.6%
648,814
+13.0%
18.73%
+20.2%
Q4 2021$138,631,000
+19.4%
574,183
+9.8%
15.58%
+5.2%
Q3 2021$116,138,000
+9.9%
523,002
+10.3%
14.80%
+4.5%
Q2 2021$105,636,000
+18.5%
474,087
+9.9%
14.16%
+14.6%
Q1 2021$89,154,000
+13.7%
431,341
+7.1%
12.36%
+8.8%
Q4 2020$78,408,000
+18.9%
402,836
+4.1%
11.36%
+6.8%
Q3 2020$65,917,000
+22.3%
387,043
+12.4%
10.64%
+16.4%
Q2 2020$53,902,000
+35.5%
344,353
+11.6%
9.14%
+15.0%
Q1 2020$39,785,000
+1.0%
308,624
+28.2%
7.95%
-27.2%
Q4 2019$39,380,000
+23.8%
240,680
+14.3%
10.93%
+8.7%
Q3 2019$31,808,000
+17.7%
210,647
+17.0%
10.05%
+13.4%
Q2 2019$27,025,000
+35.6%
180,057
+30.8%
8.86%
+24.4%
Q1 2019$19,927,000
+35.1%
137,706
+19.2%
7.12%
+47.9%
Q4 2018$14,746,000
+9.3%
115,540
+28.2%
4.82%
-23.3%
Q3 2018$13,489,000
+9.3%
90,140
+2.5%
6.28%
-1.1%
Q2 2018$12,346,000
+7.1%
87,916
+3.5%
6.35%
-3.7%
Q1 2018$11,523,000
+7.9%
84,902
+9.1%
6.60%
-9.7%
Q4 2017$10,676,000
+11.0%
77,785
+4.7%
7.30%
+10.8%
Q3 2017$9,619,000
+12.4%
74,268
+8.0%
6.59%
+0.2%
Q2 2017$8,560,000
+826.4%
68,779
+803.1%
6.58%
+717.9%
Q1 2017$924,000
+7.3%
7,616
+2.0%
0.80%
+1.3%
Q4 2016$861,0007,4680.79%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders