SFMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
SFMG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$563,423
-2.9%
2,653
+0.7%
0.06%
-3.3%
Q2 2023$580,319
+15.7%
2,634
+7.2%
0.06%
+11.1%
Q1 2023$501,552
+4.4%
2,457
-2.3%
0.05%
+1.9%
Q4 2022$480,569
+8.0%
2,514
+1.4%
0.05%
+1.9%
Q3 2022$445,000
-4.1%
2,479
+0.8%
0.05%
-3.7%
Q2 2022$464,000
-17.1%
2,4600.0%0.05%
-1.8%
Q1 2022$560,000
-32.2%
2,460
-28.1%
0.06%
-31.2%
Q4 2021$826,000
-3.8%
3,421
-11.6%
0.08%
-15.8%
Q3 2021$859,000
+8.5%
3,869
+8.8%
0.10%
+8.0%
Q2 2021$792,000
+13.1%
3,556
+5.0%
0.09%
+8.6%
Q1 2021$700,000
+1.6%
3,387
-4.4%
0.08%
-6.9%
Q4 2020$689,000
+14.3%
3,5420.0%0.09%
+4.8%
Q3 2020$603,000
-2.7%
3,542
-10.5%
0.08%
-5.7%
Q2 2020$620,000
+122.2%
3,958
+82.6%
0.09%
+109.5%
Q1 2020$279,000
-60.1%
2,168
-49.3%
0.04%
-51.2%
Q4 2019$700,000
+7.7%
4,279
-0.5%
0.09%
-2.3%
Q3 2019$650,000
+115.2%
4,302
+52.6%
0.09%
+266.7%
Q1 2015$302,0002,8200.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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