BSW Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
BSW Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,243,719
-20.1%
10,562
-17.2%
0.50%
-14.8%
Q2 2023$2,808,929
-38.0%
12,752
-42.6%
0.59%
-36.9%
Q1 2023$4,533,166
+1466944.0%
22,211
+1272.7%
0.93%
+1307.6%
Q4 2022$309
-99.9%
1,618
+1.7%
0.07%
-5.7%
Q3 2022$286,000
-4.7%
1,5910.0%0.07%
-2.8%
Q2 2022$300,000
-17.1%
1,591
+0.1%
0.07%
-21.7%
Q1 2022$362,000
-8.8%
1,590
-3.2%
0.09%
-8.0%
Q4 2021$397,000
+16.1%
1,643
+6.8%
0.10%
+4.2%
Q3 2021$342,000
+0.6%
1,539
+0.9%
0.10%
+3.2%
Q2 2021$340,000
+10.7%
1,525
+2.7%
0.09%
+4.5%
Q1 2021$307,000
+6.2%
1,4850.0%0.09%0.0%
Q4 2020$289,000
+14.2%
1,485
+0.1%
0.09%
-6.3%
Q3 2020$253,000
-35.0%
1,484
-40.2%
0.10%
-26.9%
Q2 2020$389,000
+21.6%
2,4820.0%0.13%
-2.3%
Q1 2020$320,000
-21.0%
2,482
+0.3%
0.13%
-3.6%
Q4 2019$405,000
+8.3%
2,475
+0.0%
0.14%
-4.2%
Q3 2019$374,000
+0.8%
2,4740.0%0.14%
+2.9%
Q2 2019$371,000
+74.2%
2,474
+67.7%
0.14%
+66.7%
Q1 2019$213,000
-4.1%
1,475
-0.5%
0.08%
-1.2%
Q3 2018$222,000
-19.0%
1,483
-24.0%
0.08%
-28.0%
Q2 2018$274,000
+36.3%
1,951
+31.6%
0.12%
+31.1%
Q1 2018$201,0001,4830.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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