Institute for Wealth Management, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$339,202
-3.9%
1,597
-0.4%
0.06%
+1.7%
Q2 2023$353,091
+10.5%
1,603
+2.4%
0.06%
-1.6%
Q1 2023$319,604
-15.1%
1,566
-20.5%
0.06%
-22.8%
Q4 2022$376,641
+4.0%
1,970
-2.3%
0.08%
-2.5%
Q3 2022$362,000
+52.7%
2,017
+60.6%
0.08%
+72.3%
Q2 2022$237,000
-32.5%
1,256
-18.5%
0.05%
-17.5%
Q1 2022$351,000
-20.4%
1,542
-15.6%
0.06%
-20.8%
Q4 2021$441,000
+8.6%
1,8270.0%0.07%
+1.4%
Q3 2021$406,000
+63.1%
1,827
+63.4%
0.07%
+61.4%
Q2 2021$249,000
+19.1%
1,118
+10.4%
0.04%
+10.0%
Q1 2021$209,000
-88.1%
1,013
-90.5%
0.04%
-89.9%
Q4 2019$1,753,000
-72.2%
10,715
-74.3%
0.40%
-75.1%
Q3 2019$6,307,000
-0.4%
41,767
-1.0%
1.59%
+13.4%
Q2 2019$6,333,000
-13.1%
42,196
-16.2%
1.40%
-11.5%
Q1 2019$7,288,000
+38.9%
50,336
+43.7%
1.58%
-10.6%
Q3 2018$5,248,000
-11.1%
35,018
-16.6%
1.77%
-5.8%
Q2 2018$5,904,000
+10.3%
42,000
+7.0%
1.88%
+19.2%
Q1 2018$5,352,000
+90.3%
39,269
+93.4%
1.58%
+143.1%
Q4 2017$2,813,000
-54.5%
20,307
-57.4%
0.65%
-67.7%
Q3 2017$6,177,000
-13.3%
47,671
-16.8%
2.01%
+2.4%
Q2 2017$7,128,00057,2991.96%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders