FORVIS Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$784,527,067
-2.2%
3,693,456
+1.4%
23.67%
+0.7%
Q2 2023$802,133,160
+8.4%
3,641,425
+0.4%
23.50%
-3.0%
Q1 2023$740,206,470
+4.1%
3,626,685
-2.5%
24.23%
-2.5%
Q4 2022$711,214,055
+6.0%
3,719,933
-0.5%
24.86%
-8.2%
Q3 2022$670,682,000
-1.8%
3,737,015
+3.2%
27.07%
-2.0%
Q2 2022$683,128,000
-12.8%
3,621,718
+5.2%
27.64%
-16.8%
Q1 2022$783,710,000
-3.7%
3,442,306
+2.1%
33.20%
-3.1%
Q4 2021$813,957,000
+10.4%
3,371,260
+1.5%
34.24%
+1.1%
Q3 2021$737,456,000
+0.3%
3,320,976
+0.6%
33.88%
-1.0%
Q2 2021$735,297,000
+9.0%
3,299,960
+1.1%
34.22%
+2.1%
Q1 2021$674,852,000
+9.4%
3,265,043
+3.0%
33.52%
+8.4%
Q4 2020$617,115,000
+17.7%
3,170,543
+3.0%
30.91%
+1.2%
Q3 2020$524,290,000
+11.4%
3,078,445
+2.4%
30.53%
+0.1%
Q2 2020$470,753,000
+32.4%
3,007,428
+9.0%
30.49%
+4.6%
Q1 2020$355,580,000
-10.4%
2,758,359
+13.7%
29.16%
+2.0%
Q4 2019$396,866,000
+10.8%
2,425,535
+2.2%
28.59%
-0.3%
Q3 2019$358,299,000
+0.5%
2,372,842
-0.1%
28.66%
-0.8%
Q2 2019$356,462,000
+3.7%
2,374,992
-0.0%
28.89%
+1.3%
Q1 2019$343,691,000
+14.0%
2,375,034
+0.5%
28.52%
-7.5%
Q4 2018$301,556,000
-12.1%
2,362,734
+3.0%
30.83%
+2.5%
Q3 2018$343,163,000
+7.7%
2,293,104
+1.1%
30.07%
-2.8%
Q2 2018$318,505,000
+7.4%
2,268,071
+3.8%
30.94%
+4.1%
Q1 2018$296,507,000
-1.7%
2,184,696
-0.6%
29.72%
-1.5%
Q4 2017$301,681,000
+8.6%
2,198,037
+2.5%
30.17%
-1.3%
Q3 2017$277,773,000
+6.1%
2,144,631
+1.9%
30.56%
+2.9%
Q2 2017$261,873,000
+4.6%
2,104,243
+2.0%
29.69%
-2.9%
Q1 2017$250,295,000
+9.2%
2,063,100
+3.8%
30.56%
+2.0%
Q4 2016$229,133,000
+12.1%
1,986,933
+8.3%
29.96%
+5.3%
Q3 2016$204,342,000
+29.7%
1,835,460
+24.9%
28.45%
+21.6%
Q2 2016$157,519,000
+48.2%
1,469,940
+45.0%
23.41%
+38.0%
Q1 2016$106,261,000
+12.1%
1,013,749
+11.5%
16.96%
+18.9%
Q4 2015$94,792,000
+20.6%
908,839
+14.1%
14.26%
+3.0%
Q3 2015$78,627,000
+15.6%
796,468
+25.3%
13.84%
+35.8%
Q2 2015$68,041,000
+4.9%
635,779
+5.1%
10.20%
+8.6%
Q1 2015$64,876,000
+27.2%
604,905
+25.7%
9.39%
+12.6%
Q4 2014$51,021,000
+15.2%
481,332
+10.0%
8.35%
+9.2%
Q3 2014$44,284,000
+12.3%
437,419
+12.9%
7.65%
+13.7%
Q2 2014$39,442,000
+34.6%
387,559
+28.9%
6.72%
+29.8%
Q1 2014$29,300,000
+23.7%
300,750
+21.8%
5.18%
+18.1%
Q4 2013$23,693,000
+28.4%
247,005
+17.4%
4.39%
+16.0%
Q3 2013$18,448,000210,4713.78%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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