Smith Salley Wealth Management - 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
Smith Salley Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,931,046
+33.6%
13,799
+38.5%
0.22%
+34.0%
Q2 2023$2,194,209
+2.0%
9,961
-5.5%
0.16%
-5.3%
Q1 2023$2,152,030
+15.4%
10,544
+8.1%
0.17%
+7.5%
Q4 2022$1,864,485
+1.2%
9,752
-5.0%
0.16%
-7.0%
Q3 2022$1,842,000
-4.9%
10,262
-0.0%
0.17%
+2.4%
Q2 2022$1,936,000
-17.2%
10,2660.0%0.17%
-5.1%
Q1 2022$2,337,000
-6.3%
10,266
-0.6%
0.18%
-0.6%
Q4 2021$2,494,00010,3310.18%
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