JMG Financial Group, Ltd. - 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
JMG Financial Group, Ltd. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$30,678,273
+93855.3%
144,430
-2.6%
1.48%
-3.3%
Q2 2023$32,652
+8.9%
148,229
+0.9%
1.53%
+0.7%
Q1 2023$29,985
+2.6%
146,915
-3.9%
1.52%
-5.2%
Q4 2022$29,229
-99.9%
152,880
-0.8%
1.60%
-10.8%
Q3 2022$27,669,000
-5.6%
154,173
-0.8%
1.80%
-1.1%
Q2 2022$29,320,000
-35.4%
155,445
-22.0%
1.82%
-20.2%
Q1 2022$45,391,000
+13.0%
199,372
+19.8%
2.28%
+10.8%
Q4 2021$40,185,000
+5.6%
166,438
-2.9%
2.06%
-3.2%
Q3 2021$38,068,000
+0.2%
171,431
+0.5%
2.12%
-0.6%
Q2 2021$38,004,000
+7.8%
170,561
-0.0%
2.14%
-1.9%
Q1 2021$35,257,000
-0.5%
170,578
-6.3%
2.18%
-10.6%
Q4 2020$35,432,000
+8.3%
182,037
-5.2%
2.44%
-8.1%
Q3 2020$32,714,000
+1.8%
192,082
-6.4%
2.65%
-6.0%
Q2 2020$32,135,000
+20.2%
205,298
-1.0%
2.82%
-1.1%
Q1 2020$26,740,000
-16.0%
207,429
+6.6%
2.85%
-7.9%
Q4 2019$31,834,000
-14.1%
194,561
-20.7%
3.10%
-20.1%
Q3 2019$37,061,000
+2.8%
245,436
+2.2%
3.88%
+0.4%
Q2 2019$36,044,000
+4.3%
240,147
+0.6%
3.86%
-4.0%
Q1 2019$34,559,000
-8.5%
238,813
-19.3%
4.02%
-7.3%
Q4 2018$37,784,000
-19.3%
296,045
-5.4%
4.34%
-11.5%
Q3 2018$46,830,000
-21.2%
312,927
-26.1%
4.91%
-25.0%
Q2 2018$59,426,000
+8.4%
423,169
+4.8%
6.54%
+1.3%
Q1 2018$54,806,000
+13.9%
403,816
+15.2%
6.46%
+12.9%
Q4 2017$48,125,000
+30.6%
350,640
+23.2%
5.72%
+20.8%
Q3 2017$36,859,000
+6.3%
284,582
+2.2%
4.73%
+9.6%
Q2 2017$34,669,000
+7.4%
278,581
+4.7%
4.32%
+1.3%
Q1 2017$32,285,000
-0.5%
266,115
-5.4%
4.26%
-14.0%
Q4 2016$32,450,000
+5.0%
281,394
+1.4%
4.95%
-1.7%
Q3 2016$30,893,000
+4.0%
277,494
+0.1%
5.04%
-1.7%
Q2 2016$29,692,000
+23.0%
277,084
+20.3%
5.13%
+13.2%
Q1 2016$24,145,000
+5.6%
230,345
+5.1%
4.53%
-6.2%
Q4 2015$22,860,000
+14.4%
219,173
+8.3%
4.83%
-1.6%
Q3 2015$19,984,000
+22.1%
202,436
+32.4%
4.90%
+29.7%
Q2 2015$16,362,000
+2.5%
152,888
+2.7%
3.78%
+1.4%
Q1 2015$15,960,000
+6.3%
148,807
+5.0%
3.73%
-4.9%
Q4 2014$15,021,000
+23.3%
141,710
+17.8%
3.92%
+15.8%
Q3 2014$12,182,000
-0.9%
120,325
-0.4%
3.38%
-2.4%
Q2 2014$12,296,000
+2.2%
120,819
-2.2%
3.47%
-5.5%
Q1 2014$12,035,000
+7.2%
123,475
+5.5%
3.67%
+10.2%
Q4 2013$11,224,000
+6.2%
117,009
-3.0%
3.33%
-3.1%
Q3 2013$10,570,000
+7.6%
120,593
+1.5%
3.44%
+3.3%
Q2 2013$9,826,000118,8603.32%
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