B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,796,486
-13.1%
50,829
-9.9%
0.29%
+4.7%
Q2 2023$12,426,494
+4.5%
56,413
-3.2%
0.28%
-12.0%
Q1 2023$11,895,996
-0.2%
58,285
-6.5%
0.32%
-5.1%
Q4 2022$11,924,505
+1.5%
62,370
-4.7%
0.33%
-5.9%
Q3 2022$11,747,000
+31.5%
65,449
+38.2%
0.36%
-5.6%
Q2 2022$8,931,000
-30.1%
47,347
-15.7%
0.38%
-10.3%
Q1 2022$12,785,000
-4.6%
56,157
+1.2%
0.42%
+8.5%
Q4 2021$13,397,000
+43.3%
55,482
+31.8%
0.39%
+30.0%
Q3 2021$9,352,000
+5.5%
42,109
+5.8%
0.30%
+3.1%
Q2 2021$8,866,000
+9.9%
39,805
+1.9%
0.29%
+1.1%
Q1 2021$8,069,000
+38.8%
39,049
+30.7%
0.28%
-8.4%
Q4 2020$5,815,000
+21.5%
29,871
+6.0%
0.31%
+22.0%
Q3 2020$4,785,000
+7.3%
28,191
-1.0%
0.26%
-14.4%
Q2 2020$4,459,000
-2.4%
28,476
-19.6%
0.30%
-23.6%
Q1 2020$4,568,000
-5.4%
35,425
+20.1%
0.39%
-5.1%
Q4 2019$4,829,000
+17.0%
29,501
+8.0%
0.41%
+1.2%
Q3 2019$4,127,000
+4.9%
27,327
+4.3%
0.41%
-5.8%
Q2 2019$3,933,000
-3.6%
26,197
-7.0%
0.43%
-15.3%
Q1 2019$4,078,000
+15.8%
28,180
+2.1%
0.51%
+1.6%
Q4 2018$3,523,000
-17.7%
27,594
-3.6%
0.50%
-1.8%
Q3 2018$4,282,000
+11.5%
28,610
+4.7%
0.51%
+0.6%
Q2 2018$3,839,000
-5.3%
27,333
-8.5%
0.51%
-10.7%
Q1 2018$4,055,000
+3.7%
29,871
+4.9%
0.57%
+7.6%
Q4 2017$3,910,000
+18.8%
28,487
+12.1%
0.53%
-3.5%
Q3 2017$3,292,000
+7.7%
25,413
+3.5%
0.55%
-1.3%
Q2 2017$3,057,000
+12.5%
24,557
+9.6%
0.55%
+2.2%
Q1 2017$2,718,000
+23.2%
22,399
+17.1%
0.54%
+20.7%
Q4 2016$2,207,000
-19.2%
19,130
-22.0%
0.45%
-16.2%
Q3 2016$2,733,000
+15.2%
24,540
+10.9%
0.54%
+12.8%
Q2 2016$2,372,000
-3.0%
22,123
-17.9%
0.48%
-15.9%
Q1 2016$2,445,000
-12.1%
26,945
+1.1%
0.56%
+0.4%
Q4 2015$2,781,000
+112.8%
26,649
+101.5%
0.56%
+79.3%
Q3 2015$1,307,000
+543.8%
13,227
+600.2%
0.31%
+528.0%
Q2 2015$203,000
-68.9%
1,889
-68.9%
0.05%
-68.6%
Q1 2015$652,000
-79.2%
6,079
-18.3%
0.16%
+137.3%
Q4 2014$3,137,000
+213.1%
7,441
-24.8%
0.07%
-56.2%
Q3 2014$1,002,000
-99.5%
9,892
+42.7%
0.15%
+255.8%
Q2 2014$183,810,000
+36735.7%
6,933
+35.5%
0.04%
-71.5%
Q1 2014$499,000
+39.8%
5,117
+37.4%
0.15%
+32.5%
Q4 2013$357,000
+9.8%
3,725
+0.4%
0.11%
+2.7%
Q3 2013$325,0003,7100.11%
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