Evensky & Katz LLC - 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
Evensky & Katz LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$47,674
-9.7%
224,444
-6.3%
4.07%
+1.8%
Q2 2023$52,766
+5.9%
239,541
-1.9%
4.00%
-0.6%
Q1 2023$49,847
+6.1%
244,228
-0.6%
4.02%
-5.0%
Q4 2022$46,996
-99.9%
245,810
+1.8%
4.24%
-17.4%
Q3 2022$43,315,000
-2.5%
241,347
+2.5%
5.13%
+1.1%
Q2 2022$44,407,000
+4.7%
235,431
+26.4%
5.07%
+20.9%
Q1 2022$42,406,000
+24.0%
186,262
+31.6%
4.19%
+27.3%
Q4 2021$34,185,000
+1.6%
141,586
-6.5%
3.29%
-6.3%
Q3 2021$33,644,000
-3.6%
151,507
-3.2%
3.52%
-1.2%
Q2 2021$34,893,000
+5.7%
156,596
-1.9%
3.56%
-2.5%
Q1 2021$33,004,000
+2.0%
159,677
-3.9%
3.65%
-8.8%
Q4 2020$32,350,000
+12.7%
166,205
-1.4%
4.00%
+2.8%
Q3 2020$28,716,000
+9.6%
168,608
+0.8%
3.89%
+3.0%
Q2 2020$26,194,000
+18.6%
167,341
-2.3%
3.78%
+8.9%
Q1 2020$22,082,000
-22.7%
171,300
-1.9%
3.47%
-12.5%
Q4 2019$28,558,000
+4.7%
174,540
-3.4%
3.97%
+6.5%
Q3 2019$27,285,000
-4.7%
180,695
-5.2%
3.72%
-6.0%
Q2 2019$28,620,000
-49.4%
190,686
-51.2%
3.96%
+3.7%
Q1 2019$56,566,000
+124.0%
390,902
+97.5%
3.82%
-9.1%
Q4 2018$25,258,000
-13.5%
197,905
+1.4%
4.20%
-2.8%
Q3 2018$29,212,000
+3.0%
195,206
-3.4%
4.32%
-13.1%
Q2 2018$28,368,000
+2.7%
202,009
-0.7%
4.97%
+4.3%
Q1 2018$27,610,000
-1.7%
203,436
-0.6%
4.76%
+3.2%
Q4 2017$28,099,000
+8.0%
204,731
+1.9%
4.62%
+2.8%
Q3 2017$26,021,000
+8.2%
200,906
+4.0%
4.49%
+4.3%
Q2 2017$24,041,000
+7.2%
193,180
+4.7%
4.30%
+4.6%
Q1 2017$22,419,000
+9.0%
184,473
+3.4%
4.12%
+4.4%
Q4 2016$20,565,000
+7.1%
178,331
+3.4%
3.94%
+3.2%
Q3 2016$19,203,000
+19.7%
172,495
+15.2%
3.82%
+7.8%
Q2 2016$16,042,000
+16.4%
149,705
+13.9%
3.55%
+10.2%
Q1 2016$13,776,000
+13.9%
131,427
+13.3%
3.22%
+11.1%
Q4 2015$12,099,000
+24.6%
116,009
+17.9%
2.90%
+8.5%
Q3 2015$9,712,000
+5.5%
98,388
+14.3%
2.67%
+10.3%
Q2 2015$9,209,000
+30.8%
86,055
+31.1%
2.42%
+27.6%
Q1 2015$7,041,000
+65.1%
65,648
+63.1%
1.90%
+49.3%
Q4 2014$4,265,000
+1.5%
40,238
-3.1%
1.27%
+0.5%
Q3 2014$4,203,000
+0.5%
41,516
+1.0%
1.26%
-19.4%
Q2 2014$4,182,000
+3.0%
41,099
-1.4%
1.57%
-0.3%
Q1 2014$4,060,000
-1.8%
41,662
-3.3%
1.58%
-1.7%
Q4 2013$4,134,000
+9.7%
43,101
+0.3%
1.60%
+1.7%
Q3 2013$3,767,000
+8.2%
42,979
+2.0%
1.58%
+1.4%
Q2 2013$3,482,00042,1261.55%
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