Simplicity Solutions, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,312 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 2.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,740,042
-27.0%
55,271
-24.3%
0.38%
-14.3%
Q2 2023$16,092,027
+3.0%
73,053
-4.5%
0.44%
+7.6%
Q1 2023$15,616,972
+1167.7%
76,517
+1087.6%
0.41%
+143.5%
Q4 2022$1,231,887
-22.5%
6,443
-27.2%
0.17%
-27.0%
Q3 2022$1,589,000
-10.2%
8,852
-5.6%
0.23%
+0.4%
Q2 2022$1,769,000
-20.7%
9,380
-4.3%
0.23%
-16.4%
Q1 2022$2,231,000
-49.4%
9,800
-46.4%
0.27%
-44.3%
Q4 2021$4,410,000
+130.3%
18,268
+111.8%
0.49%
+66.8%
Q3 2021$1,915,000
-4.1%
8,626
-3.7%
0.30%
-25.3%
Q2 2021$1,996,000
+8.0%
8,956
+0.2%
0.40%
-2.9%
Q1 2021$1,848,000
-88.8%
8,941
-89.5%
0.41%
+66.1%
Q4 2020$16,522,000
+22.8%
84,882
+7.4%
0.24%
-0.8%
Q3 2020$13,456,000
-9.3%
79,007
-16.6%
0.25%
-16.0%
Q2 2020$14,836,000
+168.0%
94,780
+120.7%
0.29%
+71.9%
Q1 2020$5,536,000
-41.5%
42,948
-25.7%
0.17%
-40.6%
Q4 2019$9,460,000
+19.1%
57,815
+9.9%
0.29%
-10.8%
Q3 2019$7,943,000
+14.9%
52,604
+14.2%
0.32%
+9.1%
Q2 2019$6,911,000
-20.9%
46,048
-23.7%
0.30%
-43.3%
Q1 2019$8,732,000
+72.8%
60,343
+52.4%
0.52%
-20.1%
Q4 2018$5,053,000
-16.4%
39,596
-1.9%
0.65%
+89.3%
Q3 2018$6,043,000
-2.6%
40,383
-8.6%
0.34%
-22.8%
Q2 2018$6,202,000
+9.9%
44,170
+6.2%
0.45%
-8.4%
Q1 2018$5,644,000
+5.7%
41,586
+6.8%
0.49%
-6.0%
Q4 2017$5,342,000
+327.0%
38,921
+287.1%
0.52%
+250.7%
Q2 2017$1,251,000
+91.6%
10,054
+86.8%
0.15%
+48.0%
Q1 2017$653,000
+143.7%
5,381
+131.6%
0.10%
+61.3%
Q4 2016$268,0002,3230.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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