WEALTHCARE CAPITAL 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
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$339,344,515
-8.0%
1,597,592
-4.6%
41.57%
-3.8%
Q2 2023$368,828,575
+5.4%
1,674,363
-2.3%
43.19%
+1.2%
Q1 2023$349,934,015
+5.9%
1,714,522
-0.8%
42.70%
+1.0%
Q4 2022$330,337,902
+3.5%
1,727,799
-2.9%
42.27%
+4.7%
Q3 2022$319,190,000
-14.7%
1,778,516
-10.3%
40.36%
-1.5%
Q2 2022$374,177,000
-13.8%
1,983,761
+4.1%
40.99%
-2.9%
Q1 2022$434,005,000
-6.0%
1,906,292
-0.1%
42.19%
-0.5%
Q4 2021$461,728,000
+6.5%
1,907,356
-2.3%
42.40%
+1.0%
Q3 2021$433,536,000
-3.1%
1,952,336
-2.8%
41.97%
-2.5%
Q2 2021$447,577,000
+4.1%
2,008,694
-3.4%
43.02%
-0.3%
Q1 2021$429,964,000
+1.4%
2,080,236
-4.5%
43.17%
-2.2%
Q4 2020$423,829,000
+10.8%
2,177,501
-3.0%
44.15%
+1.5%
Q3 2020$382,476,000
+7.5%
2,245,766
-1.2%
43.50%
+0.5%
Q2 2020$355,743,000
+10.6%
2,272,682
-8.9%
43.30%
+0.0%
Q1 2020$321,554,000
-8.4%
2,494,406
+16.3%
43.29%
+3.6%
Q4 2019$350,881,000
+5.1%
2,144,484
-3.0%
41.79%
+1.8%
Q3 2019$333,927,000
+12.5%
2,211,437
+11.8%
41.04%
+0.2%
Q2 2019$296,765,000
+3.5%
1,977,250
-0.2%
40.97%
+0.2%
Q1 2019$286,837,000
+14.1%
1,982,153
+0.6%
40.87%
+5.2%
Q4 2018$251,378,000
-35.9%
1,969,587
-24.9%
38.84%
-15.5%
Q3 2018$392,318,000
-1.1%
2,621,568
-7.2%
45.99%
+1.9%
Q2 2018$396,625,000
+4.3%
2,824,364
+0.8%
45.14%
+3.8%
Q1 2018$380,432,000
-4.0%
2,803,064
-2.9%
43.49%
-2.6%
Q4 2017$396,401,000
-3.6%
2,888,164
-9.0%
44.67%
-1.6%
Q3 2017$411,207,000
+4.4%
3,174,853
+0.3%
45.40%
+1.2%
Q2 2017$393,740,000
-2.3%
3,163,839
-4.7%
44.87%
+1.6%
Q1 2017$402,827,000
+6.8%
3,320,367
+1.5%
44.18%
+1.0%
Q4 2016$377,186,000
-2.2%
3,270,780
-5.6%
43.72%
+1.0%
Q3 2016$385,553,000
+1.8%
3,463,152
-2.0%
43.29%
+0.1%
Q2 2016$378,672,000
+0.9%
3,533,711
-1.3%
43.23%
-1.4%
Q1 2016$375,460,000
+9.5%
3,581,953
+8.9%
43.86%
+4.0%
Q4 2015$343,016,000
-1.0%
3,288,742
-6.3%
42.16%
+0.2%
Q3 2015$346,380,000
-6.1%
3,508,716
+1.7%
42.05%
-3.3%
Q2 2015$369,059,000
+5.5%
3,448,507
+5.7%
43.49%
+4.5%
Q1 2015$349,936,000
+8.0%
3,262,808
+6.7%
41.62%
-6.5%
Q4 2014$324,047,000
+6.2%
3,057,045
+1.4%
44.53%
+1.2%
Q3 2014$305,121,000
+1.4%
3,013,834
+1.9%
43.99%
-1.2%
Q2 2014$301,036,000
+6.8%
2,958,001
+2.3%
44.52%
+0.2%
Q1 2014$281,861,000
+2.5%
2,891,773
+0.9%
44.44%
-3.3%
Q4 2013$274,985,000
+6.4%
2,866,820
-2.8%
45.96%
+3.9%
Q3 2013$258,503,000
+4.6%
2,949,269
-1.3%
44.21%
-1.0%
Q2 2013$247,038,0002,988,24344.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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