Avidian Wealth Solutions, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,209,823
+1.6%
10,404
+5.4%
0.16%
+9.9%
Q2 2023$2,175,326
-32.5%
9,875
-37.4%
0.14%
-19.8%
Q1 2023$3,220,568
-32.3%
15,779
-36.6%
0.18%
-42.9%
Q4 2022$4,757,490
+394.0%
24,884
+363.9%
0.31%
+342.9%
Q3 2022$963,000
-12.1%
5,364
-7.6%
0.07%
-9.1%
Q2 2022$1,095,000
-18.2%
5,807
-1.2%
0.08%
-6.1%
Q1 2022$1,338,000
-4.4%
5,876
+1.4%
0.08%
-5.7%
Q4 2021$1,399,000
+10.2%
5,794
+1.4%
0.09%
-10.3%
Q3 2021$1,269,000
+6.6%
5,713
+6.9%
0.10%
+6.6%
Q2 2021$1,190,000
+11.7%
5,342
+3.7%
0.09%0.0%
Q1 2021$1,065,000
-11.9%
5,152
-17.1%
0.09%
-20.9%
Q4 2020$1,209,000
-4.7%
6,212
-16.6%
0.12%
+19.8%
Q3 2020$1,268,000
-3.1%
7,445
-10.9%
0.10%
-45.5%
Q2 2020$1,308,000
-97.3%
8,359
-97.7%
0.18%
-97.7%
Q1 2020$47,856,000
-37.9%
371,239
-21.1%
7.68%
-29.9%
Q4 2019$77,029,000
+11.3%
470,777
+2.7%
10.95%
-4.0%
Q3 2019$69,236,000
+24.3%
458,516
+23.6%
11.40%
-13.4%
Q2 2019$55,682,000
-41.4%
370,988
-43.5%
13.16%
-37.6%
Q1 2019$94,969,000
+242.6%
656,272
+202.2%
21.11%
+118.1%
Q4 2018$27,721,000
+12558.0%
217,200
+14776.7%
9.68%
+13926.1%
Q3 2018$219,000
+6.8%
1,460
-11.5%
0.07%
-18.8%
Q2 2017$205,000
-95.2%
1,649
-95.5%
0.08%
-95.4%
Q4 2016$4,239,000
+2.2%
36,762
-1.3%
1.85%
+9.9%
Q3 2016$4,146,000
+2.4%
37,242
-1.4%
1.68%
+14.1%
Q2 2016$4,048,00037,7761.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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