Carlton Hofferkamp & Jenks Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,237 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.64 and the average weighting 2.4%.

Quarter-by-quarter ownership
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,777,272
-4.1%
32,842
+3.6%
3.16%
+1.5%
Q2 2023$7,063,947
+7.9%
31,691
-0.8%
3.11%
+4.2%
Q1 2023$6,546,992
-2.6%
31,941
-3.1%
2.98%
+1.1%
Q4 2022$6,723,353
+18.0%
32,967
+8.5%
2.95%
+9.8%
Q3 2022$5,698,000
+6.3%
30,390
+10.4%
2.69%
+9.4%
Q2 2022$5,358,000
-15.0%
27,529
-1.9%
2.46%
-4.8%
Q1 2022$6,307,000
+3.0%
28,068
+0.5%
2.58%
+0.1%
Q4 2021$6,123,000
-1.4%
27,930
+9.2%
2.58%
+3.4%
Q3 2021$6,211,000
+14.4%
25,586
+4.8%
2.50%
+6.8%
Q2 2021$5,428,000
+4.0%
24,406
+1.9%
2.34%
+0.6%
Q1 2021$5,221,000
+12.2%
23,960
+2.4%
2.32%
+1.5%
Q4 2020$4,652,000
+11.3%
23,395
+2.2%
2.29%
+4.4%
Q3 2020$4,181,000
+13.9%
22,902
+3.0%
2.19%
+4.6%
Q2 2020$3,672,000
+3.7%
22,245
-7.2%
2.09%
-3.8%
Q1 2020$3,542,000
-7.5%
23,970
+3.1%
2.18%
+0.9%
Q4 2019$3,828,000
+86.0%
23,260
+68.5%
2.16%
+70.3%
Q3 2019$2,058,000
+21.3%
13,808
+23.7%
1.27%
+23.6%
Q2 2019$1,697,000
+33.9%
11,158
+27.4%
1.02%
+29.0%
Q1 2019$1,267,000
+15.2%
8,758
+1.6%
0.79%
+1.0%
Q4 2018$1,100,000
-27.9%
8,624
-15.5%
0.79%
-16.0%
Q3 2018$1,526,000
+7.9%
10,200
+1.5%
0.94%
+2.9%
Q2 2018$1,414,000
+5.1%
10,0500.0%0.91%
+0.7%
Q1 2018$1,345,000
-12.1%
10,050
-9.9%
0.90%
-5.7%
Q4 2017$1,530,000
+70.0%
11,150
+60.4%
0.96%
+66.8%
Q3 2017$900,000
+141.3%
6,950
+131.7%
0.58%
+127.3%
Q2 2017$373,000
+2.8%
3,0000.0%0.25%0.0%
Q1 2017$363,000
+5.2%
3,0000.0%0.25%
+0.8%
Q4 2016$345,0003,0000.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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