Tanglewood Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
Tanglewood Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$119,421,470
-21.9%
562,222
-19.0%
20.26%
-7.4%
Q2 2023$152,976,887
+128.8%
694,466
+112.0%
21.87%
+125.2%
Q1 2023$66,874,365
-1.2%
327,655
-7.5%
9.71%
-4.2%
Q4 2022$67,711,198
-5.7%
354,157
-11.5%
10.14%
-6.4%
Q3 2022$71,785,000
-18.2%
399,982
-14.1%
10.84%
-8.5%
Q2 2022$87,786,000
-23.7%
465,412
-7.9%
11.84%
-31.4%
Q1 2022$115,056,000
-21.4%
505,365
-16.6%
17.27%
-28.8%
Q4 2021$146,387,000
-0.1%
606,309
-8.2%
24.27%
-6.7%
Q3 2021$146,599,000
-9.2%
660,175
-8.9%
26.03%
-9.9%
Q2 2021$161,472,000
+9.6%
724,673
+1.7%
28.90%
-1.4%
Q1 2021$147,308,000
+10.9%
712,698
+4.4%
29.31%
+4.9%
Q4 2020$132,856,000
+38.5%
682,571
+21.2%
27.94%
+27.8%
Q3 2020$95,896,000
+10.7%
563,069
+1.7%
21.87%
-10.8%
Q2 2020$86,649,000
+41.9%
553,563
+16.9%
24.52%
+107.0%
Q1 2020$61,050,000
-46.6%
473,589
-32.2%
11.84%
-46.2%
Q4 2019$114,356,000
+11.1%
698,911
+2.5%
22.00%
-2.0%
Q3 2019$102,922,000
+1.1%
681,605
+0.5%
22.44%
-8.5%
Q2 2019$101,758,000
-4.6%
677,977
-8.0%
24.52%
+4.6%
Q1 2019$106,640,000
+15.7%
736,919
+2.0%
23.44%
+1.3%
Q4 2018$92,181,000
-9.2%
722,249
+6.4%
23.13%
-19.4%
Q3 2018$101,564,000
+8.3%
678,680
+1.6%
28.71%
+5.1%
Q2 2018$93,823,000
+20.3%
668,115
+16.3%
27.32%
+13.5%
Q1 2018$77,989,000
+11.9%
574,628
+13.1%
24.07%
+9.8%
Q4 2017$69,714,000
+6.3%
507,932
+0.3%
21.93%
+5.3%
Q3 2017$65,606,000
-4.9%
506,530
-8.6%
20.83%
-1.2%
Q2 2017$68,957,000
+2.6%
554,093
-0.0%
21.08%
-3.0%
Q1 2017$67,233,000
+60.2%
554,177
+52.3%
21.73%
+50.3%
Q4 2016$41,970,000
+28.9%
363,946
+24.4%
14.46%
+23.4%
Q3 2016$32,570,000
+3.4%
292,554
-0.5%
11.72%
+0.9%
Q2 2016$31,497,000
-19.9%
293,924
-21.6%
11.61%
-14.2%
Q1 2016$39,322,000375,13913.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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