WMS Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$89,496,409
-5.6%
421,338
-2.1%
7.07%
-5.2%
Q2 2023$94,774,362
+3.9%
430,245
-3.8%
7.45%
-6.7%
Q1 2023$91,258,325
-7.8%
447,126
-13.7%
7.99%
-18.6%
Q4 2022$99,022,583
-3.0%
517,928
-9.0%
9.81%
-29.3%
Q3 2022$102,134,000
-18.5%
569,085
-14.4%
13.88%
-28.9%
Q2 2022$125,342,000
-19.7%
664,523
-3.1%
19.51%
-8.8%
Q1 2022$156,076,000
+15.0%
685,538
+12.2%
21.40%
+7.5%
Q3 2021$135,689,000
-1.2%
611,046
-0.9%
19.90%
-2.1%
Q2 2021$137,393,000
+11.3%
616,611
-2.7%
20.32%
-4.4%
Q4 2020$123,403,000
+14.9%
634,008
+0.5%
21.26%
+2.0%
Q3 2020$107,412,000
+8.5%
630,683
-0.3%
20.85%
+1.7%
Q2 2020$99,011,000
+20.6%
632,540
-0.6%
20.51%
-10.0%
Q1 2020$82,066,000
-17.2%
636,613
+5.1%
22.77%
+2.8%
Q4 2019$99,135,000
+5.6%
605,886
-2.5%
22.15%
-1.8%
Q3 2019$93,876,000
-1.1%
621,693
-1.7%
22.56%
-3.4%
Q2 2019$94,951,000
-6.6%
632,628
-9.9%
23.34%
-7.8%
Q1 2019$101,636,000
+14.2%
702,343
+0.7%
25.33%
+1.7%
Q4 2018$89,031,000
-21.4%
697,573
-7.8%
24.90%
+95.9%
Q3 2018$113,208,000
+5.8%
756,484
-0.7%
12.71%
+2.2%
Q2 2018$107,004,000
+3.5%
761,971
-0.0%
12.44%
+1.3%
Q1 2018$103,433,000
-3.2%
762,108
-2.1%
12.28%
+2.0%
Q4 2017$106,895,000
+3.9%
778,833
-1.9%
12.04%
-1.7%
Q3 2017$102,837,000
+4.3%
793,984
+0.2%
12.24%
+0.3%
Q2 2017$98,593,000
+2.8%
792,227
+0.2%
12.20%
+1.2%
Q1 2017$95,874,000
+7.5%
790,254
+2.2%
12.05%
+1.8%
Q4 2016$89,205,000
+11.5%
773,545
+7.6%
11.84%
+10.4%
Q3 2016$80,017,000
+5.1%
718,737
+1.1%
10.72%
+1.4%
Q2 2016$76,162,000
+6.8%
710,731
+4.5%
10.57%
+6.6%
Q1 2016$71,323,000
+25.7%
680,434
+25.1%
9.91%
+21.3%
Q4 2015$56,744,000
+20.3%
544,044
+13.8%
8.17%
+13.4%
Q3 2015$47,179,000
+156.4%
477,910
+177.9%
7.21%
+236.8%
Q2 2015$18,401,000
+127.0%
171,944
+127.5%
2.14%
+115.5%
Q1 2015$8,105,000
+23.7%
75,573
+22.3%
0.99%
-1.5%
Q4 2014$6,553,000
+579.1%
61,817
+548.9%
1.01%
+567.5%
Q3 2014$965,000
+18.6%
9,526
+19.1%
0.15%
+20.8%
Q2 2014$814,000
+75.8%
7,996
+68.3%
0.12%
+68.9%
Q1 2014$463,000
+1.5%
4,7500.0%0.07%
-1.3%
Q4 2013$456,000
+9.6%
4,7500.0%0.08%
-6.2%
Q3 2013$416,0000.0%4,750
-5.6%
0.08%
+5.3%
Q2 2013$416,0005,0330.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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