PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,100,132
-6.2%
28,719
-2.7%
0.58%
-4.1%
Q2 2023$6,500,011
+7.0%
29,508
-0.9%
0.60%
+2.9%
Q1 2023$6,076,642
+6.0%
29,773
-0.7%
0.59%
+0.5%
Q4 2022$5,730,858
+6.2%
29,975
-0.3%
0.58%
-2.0%
Q3 2022$5,396,000
-4.9%
30,067
-0.1%
0.60%
-3.3%
Q2 2022$5,676,000
-17.2%
30,094
-0.1%
0.62%
-5.2%
Q1 2022$6,859,000
-12.3%
30,129
-7.0%
0.65%
-15.3%
Q4 2021$7,821,000
+20.4%
32,394
+10.8%
0.77%
+14.0%
Q3 2021$6,494,000
+126.1%
29,245
+126.9%
0.67%
+127.0%
Q2 2021$2,872,000
+5.4%
12,887
-2.2%
0.30%
-11.6%
Q1 2021$2,724,000
+7.2%
13,181
+0.9%
0.34%
-3.5%
Q4 2020$2,542,000
+16.2%
13,061
+1.7%
0.35%
+1.5%
Q3 2020$2,187,000
+7.6%
12,842
-1.1%
0.34%
+2.7%
Q2 2020$2,033,000
+33.0%
12,987
+4.5%
0.33%
+9.9%
Q1 2020$1,528,000
-27.0%
12,426
-2.9%
0.30%
-11.7%
Q4 2019$2,094,000
+2.6%
12,796
-5.3%
0.34%
-4.5%
Q3 2019$2,041,000
-0.0%
13,516
+0.1%
0.36%
-4.0%
Q2 2019$2,042,000
+3.0%
13,509
-0.2%
0.37%
-1.1%
Q1 2019$1,982,000
+12.2%
13,538
-2.2%
0.38%0.0%
Q4 2018$1,767,000
-18.4%
13,841
-4.2%
0.38%
-15.1%
Q3 2018$2,165,000
-1.9%
14,443
-7.9%
0.44%
-4.5%
Q2 2018$2,207,000
+3.9%
15,678
-1.2%
0.47%
+1.3%
Q1 2018$2,125,000
-7.4%
15,871
-2.9%
0.46%
-5.0%
Q4 2017$2,294,000
+5.8%
16,345
-2.4%
0.48%
+1.9%
Q3 2017$2,169,000
+9.1%
16,748
+0.7%
0.48%
-1.5%
Q1 2017$1,988,000
-0.4%
16,625
-2.3%
0.48%
-3.6%
Q4 2016$1,996,000
-1.7%
17,023
-8.3%
0.50%
-7.4%
Q3 2016$2,031,000
-2.1%
18,572
-1.0%
0.54%
-2.9%
Q2 2016$2,075,000
+4.6%
18,759
-0.2%
0.56%
+1.1%
Q1 2016$1,983,000
+9.9%
18,802
+0.0%
0.55%
+0.7%
Q4 2015$1,805,000
-6.6%
18,793
-1.0%
0.55%
-3.2%
Q3 2015$1,933,000
-7.9%
18,976
-0.5%
0.56%
-2.8%
Q2 2015$2,098,000
+0.1%
19,074
-0.8%
0.58%
+1.0%
Q1 2015$2,096,000
+0.7%
19,233
-3.6%
0.57%
-3.7%
Q4 2014$2,081,000
+2.7%
19,952
-3.9%
0.60%
-2.6%
Q3 2014$2,027,000
-5.8%
20,753
-2.0%
0.61%
-4.7%
Q2 2014$2,152,000
+5.5%
21,172
+0.4%
0.64%
+0.2%
Q1 2014$2,040,000
+0.5%
21,086
-1.3%
0.64%
-4.8%
Q4 2013$2,030,000
+6.1%
21,355
-1.6%
0.67%
-0.6%
Q3 2013$1,913,000
+5.6%
21,703
+4.2%
0.68%
+2.9%
Q2 2013$1,811,00020,8350.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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