Linscomb Wealth, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
Linscomb Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$37,692,231
-15.4%
177,450
-12.3%
2.20%
-8.3%
Q2 2023$44,548,599
-17.7%
202,236
-23.7%
2.40%
-15.3%
Q1 2023$54,110,446
+4.0%
265,117
-2.6%
2.84%
+7.4%
Q4 2022$52,038,368
+7.5%
272,181
+0.9%
2.64%
-10.1%
Q3 2022$48,430,000
-5.2%
269,848
-0.4%
2.94%
+0.4%
Q2 2022$51,090,000
-18.8%
270,864
-1.9%
2.93%
-2.5%
Q1 2022$62,880,000
-6.0%
276,191
-0.3%
3.00%
-5.9%
Q4 2021$66,863,000
+7.8%
276,933
-0.9%
3.19%
-0.2%
Q3 2021$62,040,000
-1.6%
279,382
-1.2%
3.20%
-0.9%
Q2 2021$63,027,000
+3.0%
282,860
-4.4%
3.23%
-3.0%
Q1 2021$61,169,000
+5.6%
295,946
-0.5%
3.33%
-3.8%
Q4 2020$57,904,000
+12.5%
297,495
-1.6%
3.46%
-2.4%
Q3 2020$51,465,000
+8.8%
302,183
-0.0%
3.54%
+2.4%
Q2 2020$47,323,000
+22.0%
302,328
+0.5%
3.46%
+1.0%
Q1 2020$38,787,000
-22.0%
300,883
-1.0%
3.43%
+5.6%
Q4 2019$49,750,000
+7.8%
304,058
-0.5%
3.24%
-12.5%
Q3 2019$46,145,000
-0.2%
305,599
-0.8%
3.71%
-2.2%
Q2 2019$46,220,000
+2.9%
307,950
-0.8%
3.79%
+0.3%
Q1 2019$44,922,000
+12.2%
310,430
-1.0%
3.78%
-0.1%
Q4 2018$40,035,000
-16.5%
313,678
-2.1%
3.78%
-3.9%
Q3 2018$47,957,000
+5.1%
320,462
-1.4%
3.94%
+1.5%
Q2 2018$45,629,000
+2.6%
324,920
-0.8%
3.88%
+2.6%
Q1 2018$44,473,000
-2.1%
327,683
-1.0%
3.78%
+1.4%
Q4 2017$45,407,000
+3.4%
330,835
-2.4%
3.73%
-1.0%
Q3 2017$43,904,000
+3.6%
338,971
-0.4%
3.77%
-0.5%
Q2 2017$42,375,000
+2.4%
340,500
-0.2%
3.79%
+1.1%
Q1 2017$41,402,000
+4.8%
341,266
-0.4%
3.75%
+2.0%
Q4 2016$39,511,000
+3.5%
342,622
-0.0%
3.68%
-0.9%
Q3 2016$38,161,000
+3.6%
342,776
-0.3%
3.71%
-0.0%
Q2 2016$36,826,000
+2.0%
343,656
-0.2%
3.71%
-5.0%
Q1 2016$36,097,000
-2.9%
344,375
-3.4%
3.91%
-7.2%
Q4 2015$37,187,000
+5.0%
356,539
-0.6%
4.21%
+1.1%
Q3 2015$35,407,000
-8.6%
358,664
-1.0%
4.16%
-1.6%
Q2 2015$38,754,000
+0.0%
362,115
+0.2%
4.23%
+1.8%
Q1 2015$38,743,000
+0.3%
361,239
-0.8%
4.16%
-2.7%
Q4 2014$38,614,000
+1.7%
364,282
-2.9%
4.27%
+2.0%
Q3 2014$37,966,000
-9.5%
375,007
-9.0%
4.19%
-5.4%
Q2 2014$41,933,000
+3.9%
412,039
-0.5%
4.43%
-0.6%
Q1 2014$40,363,000
+1.2%
414,102
-0.4%
4.45%
-9.0%
Q4 2013$39,888,000
+8.2%
415,845
-1.2%
4.89%
+1.2%
Q3 2013$36,878,000
+5.2%
420,738
-0.8%
4.84%
+0.9%
Q2 2013$35,057,000424,0584.79%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Rainwater Charitable Foundation 650,539$126,621,00093.39%
Adventist Health System/ West 2,556,317$497,562,00077.45%
VIEWPOINT INVESTMENT PARTNERS CORP 443,546$69,428,00064.79%
PFM Asset Management LLC 13,185,931$2,566,510,00063.95%
Ebor Charitable Trust 350,250$68,173,00063.27%
AEGON USA Investment Management, LLC 987,240$192,156,00058.35%
Gibson Capital, LLC 964,743$187,777,00055.29%
Avalon Advisory Group 525,718$102,326,00051.07%
Cabot-Wellington, LLC 513,194$99,888,00050.81%
Beacon Wealthcare, Inc 437,612$85,177,00049.55%
View complete list of VANGUARD INDEX FDS shareholders