Summit Asset Management, LLC - 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
Summit Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$988,556
-3.6%
4,6540.0%0.27%
-0.7%
Q2 2023$1,025,183
+7.9%
4,6540.0%0.27%
+3.4%
Q1 2023$949,881
+6.8%
4,6540.0%0.26%
+1.6%
Q4 2022$889,798
+3.7%
4,654
-2.6%
0.26%
-7.2%
Q3 2022$858,000
-1.3%
4,780
+3.8%
0.28%
+3.0%
Q2 2022$869,000
-17.1%
4,6050.0%0.27%
-10.6%
Q1 2022$1,048,000
-4.3%
4,605
+1.5%
0.30%
-3.2%
Q4 2021$1,095,000
+8.7%
4,5360.0%0.31%
-1.6%
Q3 2021$1,007,000
+5.8%
4,536
+6.2%
0.32%
+5.7%
Q2 2021$952,000
+8.3%
4,273
+0.5%
0.30%0.0%
Q1 2021$879,000
+6.2%
4,2530.0%0.30%
-1.0%
Q4 2020$828,000
+238.0%
4,253
+196.2%
0.30%
+196.1%
Q3 2020$245,000
+8.9%
1,4360.0%0.10%0.0%
Q2 2020$225,000
-4.3%
1,4360.0%0.10%
+2.0%
Q4 2019$235,000
+8.3%
1,4360.0%0.10%
-1.0%
Q3 2019$217,000
+0.5%
1,4360.0%0.10%
-1.0%
Q2 2019$216,000
+3.8%
1,4360.0%0.10%0.0%
Q1 2019$208,000
-3.3%
1,4360.0%0.10%
+2.0%
Q3 2018$215,000
+6.4%
1,4360.0%0.10%
+4.2%
Q2 2018$202,0001,4360.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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