Annex Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$107,264,133
-53.1%
504,986
-51.3%
6.49%
-48.8%
Q2 2023$228,568,452
-10.5%
1,037,626
-17.1%
12.69%
-7.3%
Q1 2023$255,415,818
+8.7%
1,251,424
+1.9%
13.69%
+3.4%
Q4 2022$234,899,225
+152.9%
1,228,616
+137.4%
13.23%
+111.3%
Q3 2022$92,897,000
-23.8%
517,621
-19.9%
6.26%
-28.8%
Q2 2022$121,868,000
-13.3%
646,102
+4.7%
8.80%
-14.4%
Q1 2022$140,510,000
-1.5%
617,164
+4.5%
10.28%
+5.1%
Q4 2021$142,649,000
+16.1%
590,828
+6.8%
9.78%
-2.7%
Q3 2021$122,869,000
+1.2%
553,300
+1.5%
10.05%
+2.1%
Q2 2021$121,469,000
+20.2%
545,181
+11.5%
9.85%
+1.2%
Q1 2021$101,092,000
+13.6%
489,098
+6.9%
9.73%
+11.6%
Q4 2020$89,020,000
+24.1%
457,356
+8.6%
8.72%
-4.7%
Q3 2020$71,740,000
+13.9%
421,230
+4.7%
9.14%
+4.1%
Q2 2020$62,982,000
+15.2%
402,364
-5.1%
8.78%
+13.4%
Q1 2020$54,678,000
-26.8%
424,149
-7.1%
7.74%
-14.5%
Q4 2019$74,728,000
+3.5%
456,714
-4.5%
9.06%
-6.7%
Q3 2019$72,211,000
-1.1%
478,219
-1.7%
9.70%
-5.6%
Q2 2019$73,022,000
+0.8%
486,514
-2.8%
10.28%
-5.3%
Q1 2019$72,414,000
+6.1%
500,408
-6.4%
10.85%
+0.9%
Q4 2018$68,256,000
-16.4%
534,799
-2.0%
10.76%
-14.7%
Q3 2018$81,667,000
+4.7%
545,721
-1.8%
12.62%
-5.1%
Q2 2018$78,028,000
+1.4%
555,636
-2.0%
13.30%
-5.0%
Q1 2018$76,961,000
-13.4%
567,061
-12.5%
14.00%
-16.7%
Q4 2017$88,913,000
+8.5%
647,817
+2.4%
16.81%
+0.1%
Q3 2017$81,975,000
+4.9%
632,913
+0.8%
16.80%
-3.2%
Q2 2017$78,141,000
+7.7%
627,887
+5.0%
17.35%
-3.7%
Q1 2017$72,534,000
+10.6%
597,877
+5.1%
18.02%
+13.2%
Q4 2016$65,586,000
+7.6%
568,733
+3.9%
15.92%
+0.5%
Q3 2016$60,926,000
+3.9%
547,260
+0.0%
15.85%
-0.2%
Q2 2016$58,642,000
+4.4%
547,241
+2.1%
15.89%
-0.3%
Q1 2016$56,188,000
-2.7%
536,044
-3.1%
15.94%
-5.7%
Q4 2015$57,726,000
+10.4%
553,464
+4.5%
16.92%
-0.5%
Q3 2015$52,309,000
-2.9%
529,872
+5.2%
17.01%
-1.5%
Q2 2015$53,897,000
+7.0%
503,616
+7.2%
17.27%
+6.6%
Q1 2015$50,362,000
+15.8%
469,575
+14.4%
16.21%
+19.5%
Q4 2014$43,491,000
+16.7%
410,290
+11.5%
13.56%
+7.6%
Q3 2014$37,256,000
+7.4%
367,998
+8.0%
12.60%
+6.4%
Q2 2014$34,692,000
+11.8%
340,889
+7.1%
11.85%
+2.7%
Q1 2014$31,031,000
+15.7%
318,368
+13.9%
11.54%
+12.1%
Q4 2013$26,818,000
+31.7%
279,583
+20.4%
10.30%
+8.6%
Q3 2013$20,360,000
+29.5%
232,292
+22.2%
9.48%
+9.3%
Q2 2013$15,720,000190,1468.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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