EP Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 944 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 1.02 and the average weighting 2.4%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$24,304,465
+9.3%
114,422
+1540.5%
0.38%
+17.4%
Q2 2023$22,235,356
+124.1%
6,975
-87.1%
0.32%
+87.7%
Q1 2023$9,923,523
-38.2%
54,138
-35.5%
0.17%
-40.8%
Q4 2022$16,050,116
+9.3%
83,949
+2.6%
0.29%
-13.2%
Q3 2022$14,685,000
-10.4%
81,825
-5.9%
0.33%
-9.8%
Q2 2022$16,395,000
-34.0%
86,919
-20.4%
0.37%
-32.4%
Q1 2022$24,851,000
+25.3%
109,151
+32.9%
0.55%
+16.4%
Q4 2021$19,830,000
+12.8%
82,131
+3.7%
0.47%
-2.7%
Q3 2021$17,581,000
-5.7%
79,173
-5.3%
0.48%
-6.8%
Q2 2021$18,635,000
+16.7%
83,634
+8.3%
0.52%
+1.8%
Q1 2021$15,967,000
+11.4%
77,253
+4.9%
0.51%
+0.8%
Q4 2020$14,336,000
-1.3%
73,654
-13.6%
0.50%
-19.4%
Q3 2020$14,519,000
-16.7%
85,252
-23.4%
0.62%
-16.0%
Q2 2020$17,420,000
-1.9%
111,287
-19.2%
0.74%
-14.4%
Q1 2020$17,750,000
-27.3%
137,692
-7.7%
0.87%
-13.6%
Q4 2019$24,418,000
-13.5%
149,235
-20.2%
1.01%
-28.1%
Q3 2019$28,224,000
+1560.2%
186,913
+1550.0%
1.40%
+1220.8%
Q2 2019$1,700,000
+30.0%
11,328
+10.5%
0.11%
+5.0%
Q4 2018$1,308,000
-13.7%
10,249
+1.3%
0.10%
-14.4%
Q3 2018$1,515,000
+203.0%
10,121
+184.5%
0.12%
+151.1%
Q2 2018$500,000
+19.0%
3,558
+15.0%
0.05%
+14.6%
Q1 2018$420,000
-11.8%
3,093
-10.7%
0.04%
-18.0%
Q4 2017$476,000
+20.5%
3,465
+13.5%
0.05%
+8.7%
Q3 2017$395,000
-7.3%
3,053
-10.8%
0.05%
-11.5%
Q2 2017$426,000
-3.0%
3,422
-5.5%
0.05%
-14.8%
Q1 2017$439,000
+99.5%
3,620
+89.5%
0.06%
+90.6%
Q4 2016$220,000
-38.2%
1,910
-47.1%
0.03%
-52.9%
Q3 2015$356,000
-99.9%
3,609
-21.0%
0.07%
-26.1%
Q2 2015$489,188,000
+3.2%
4,571
+3.4%
0.09%
+3.4%
Q1 2015$474,152,000
+139767.8%
4,421
+38.2%
0.09%
+58.9%
Q4 2014$339,000
-24.3%
3,200
-27.6%
0.06%
-23.3%
Q3 2014$448,000
+48.3%
4,421
+48.8%
0.07%
+4.3%
Q2 2014$302,000
-6.2%
2,971
-9.9%
0.07%
-20.5%
Q1 2014$322,000
+53.3%
3,299
+50.6%
0.09%
+63.0%
Q4 2013$210,0002,1910.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
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