AVANTAX ADVISORY SERVICES, 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
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$43,536,395
-0.6%
204,964
+3.0%
0.49%
-2.8%
Q2 2023$43,819,155
+19.5%
198,925
+10.7%
0.50%
+11.6%
Q1 2023$36,664,033
+7.4%
179,638
+0.6%
0.45%
-1.3%
Q4 2022$34,132,038
+12.2%
178,524
+5.3%
0.46%
-2.6%
Q3 2022$30,429,000
-1.6%
169,550
+3.4%
0.47%
+0.2%
Q2 2022$30,915,000
-14.1%
163,902
+3.8%
0.47%
-5.9%
Q1 2022$35,991,000
+7.7%
157,934
+14.1%
0.50%
-1.8%
Q4 2021$33,421,000
+13.3%
138,398
+4.2%
0.50%
+2.4%
Q3 2021$29,509,000
-3.4%
132,877
-3.1%
0.49%
-11.4%
Q2 2021$30,560,000
+12.9%
137,183
+4.8%
0.56%
-4.5%
Q1 2021$27,062,000
+11.4%
130,956
+5.0%
0.58%
+0.7%
Q4 2020$24,286,000
-35.2%
124,745
-43.3%
0.58%
-4.0%
Q3 2020$37,473,000
+102.1%
219,931
+85.7%
0.60%
+12.3%
Q2 2020$18,544,000
+14.7%
118,465
-5.5%
0.54%
+11.0%
Q1 2020$16,165,000
-15.9%
125,337
+6.7%
0.48%
+8.3%
Q4 2019$19,210,000
+95.7%
117,414
+80.7%
0.44%
+12.1%
Q3 2019$9,816,000
+11.1%
64,994
+10.4%
0.40%
+1.8%
Q2 2019$8,837,000
+38.9%
58,880
+33.9%
0.39%
+15.4%
Q1 2019$6,363,000
+27.2%
43,974
+12.2%
0.34%
-59.8%
Q4 2018$5,004,00039,1860.84%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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