WBH ADVISORY INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$35,661,758
-4.4%
167,891
-0.8%
4.38%
-1.0%
Q2 2023$37,292,442
+8.7%
169,296
+0.7%
4.42%
+3.2%
Q1 2023$34,303,401
+18.2%
168,072
+4.0%
4.28%
+2.3%
Q3 2022$29,013,000
-3.0%
161,661
+3.8%
4.19%
+4.8%
Q2 2022$29,923,000
-20.3%
155,711
-10.9%
3.99%
-13.4%
Q1 2022$37,552,000
-6.0%
174,848
+5.7%
4.61%
+1.2%
Q4 2021$39,933,000
+9.3%
165,394
+0.5%
4.56%
-7.4%
Q3 2021$36,548,000
-1.0%
164,585
+1.6%
4.92%
-9.1%
Q2 2021$36,925,000
+9.6%
162,009
-0.6%
5.41%
-0.8%
Q1 2021$33,686,000
+1.0%
162,977
-1.6%
5.45%
-5.0%
Q4 2020$33,361,000
+19.7%
165,670
+1.2%
5.74%
+2.0%
Q3 2020$27,877,000
+9.3%
163,684
+0.5%
5.63%
-8.8%
Q2 2020$25,502,000
+21.0%
162,926
-0.4%
6.17%
+24.8%
Q1 2020$21,082,000
-6.7%
163,547
+18.4%
4.94%
+7.0%
Q4 2019$22,602,000
+6.3%
138,139
-1.9%
4.62%
-3.2%
Q3 2019$21,256,000
+2.6%
140,770
+2.0%
4.77%
-0.6%
Q2 2019$20,708,000
+4.1%
137,975
+0.4%
4.80%
+1.5%
Q1 2019$19,894,000
+13.5%
137,478
+0.1%
4.73%
+11.2%
Q4 2018$17,522,000
-9.6%
137,294
+6.0%
4.25%
-9.5%
Q3 2018$19,387,000
+7.6%
129,549
+1.0%
4.70%
+0.6%
Q2 2018$18,017,000
+4.3%
128,305
+0.8%
4.67%
-0.5%
Q1 2018$17,274,000
-0.3%
127,283
+0.9%
4.70%
+1.6%
Q4 2017$17,320,000
+11.2%
126,197
+5.0%
4.62%
+6.3%
Q3 2017$15,570,000
+3.0%
120,214
-1.0%
4.34%
+2.5%
Q2 2017$15,111,000
+0.3%
121,428
-2.2%
4.24%
-6.0%
Q1 2017$15,060,000
+2.9%
124,141
-2.2%
4.51%
-7.5%
Q4 2016$14,633,000
+13.3%
126,898
+9.4%
4.88%
+10.4%
Q3 2016$12,911,000
+6.6%
115,977
+2.6%
4.42%
-6.3%
Q2 2016$12,108,000
+3.1%
112,995
+0.9%
4.71%
+20.0%
Q1 2016$11,741,000
+4.7%
112,020
+4.2%
3.93%
+0.3%
Q4 2015$11,211,000
+10.0%
107,494
+4.1%
3.92%
-7.5%
Q3 2015$10,192,000
-3.3%
103,242
+4.9%
4.23%
+2.3%
Q2 2015$10,535,000
+5.5%
98,447
+5.7%
4.14%
+47.7%
Q1 2015$9,990,000
+5.5%
93,147
+4.3%
2.80%
-21.5%
Q4 2014$9,470,000
+10.9%
89,340
+5.9%
3.57%
+19.0%
Q3 2014$8,540,000
+4.6%
84,355
+5.1%
3.00%
-2.8%
Q2 2014$8,167,000
+7.8%
80,254
+3.2%
3.09%
+2.5%
Q1 2014$7,577,000
-47.1%
77,743
-47.9%
3.01%
+4.3%
Q4 2013$14,318,000
+125.1%
149,284
+105.7%
2.89%
+1.5%
Q3 2013$6,361,000
+9.1%
72,576
+2.9%
2.85%
+5.6%
Q2 2013$5,832,00070,5562.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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