BUCKINGHAM STRATEGIC WEALTH, 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
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$146,750,284
+5.0%
690,882
+8.9%
2.08%
+4.4%
Q2 2023$139,780,558
+35.3%
634,559
+17.4%
1.99%
+5.9%
Q1 2023$103,340,8610.0%540,5140.0%1.88%
+0.1%
Q4 2022$103,340,861
+13.6%
540,514
+6.6%
1.88%
+1.1%
Q3 2022$90,962,000
-1.3%
506,839
+3.7%
1.86%
+2.0%
Q2 2022$92,168,000
-1.5%
488,644
+18.9%
1.82%
-1.2%
Q1 2022$93,527,000
-9.4%
410,799
-4.0%
1.84%
-7.7%
Q4 2021$103,285,000
+3.2%
427,789
-5.1%
2.00%
-2.6%
Q3 2021$100,052,000
+2.0%
450,562
+2.3%
2.05%
-13.4%
Q2 2021$98,107,000
+43.4%
440,297
+33.0%
2.37%
-29.8%
Q1 2021$68,410,000
-12.8%
330,976
-17.9%
3.37%
-18.1%
Q4 2020$78,441,000
+18.4%
403,006
+3.6%
4.12%
-18.9%
Q3 2020$66,271,000
+2.5%
389,122
-5.8%
5.07%
-17.5%
Q2 2020$64,628,000
+62.2%
412,882
+33.6%
6.15%
+59.9%
Q1 2020$39,847,000
+8.3%
309,108
+37.5%
3.84%
+8.9%
Q4 2019$36,781,000
+26.2%
224,798
+16.5%
3.53%
+11.7%
Q3 2019$29,135,000
-0.4%
192,949
-1.0%
3.16%
-0.7%
Q2 2019$29,251,000
+6.3%
194,887
+2.5%
3.18%
-8.4%
Q1 2019$27,521,000
+16.8%
190,178
+3.0%
3.47%
-3.5%
Q4 2018$23,555,000
-15.6%
184,555
-1.1%
3.60%
-16.1%
Q3 2018$27,923,000
+2.7%
186,590
-3.6%
4.29%
-2.6%
Q2 2018$27,184,000
+17.4%
193,575
+13.5%
4.40%
-2.4%
Q1 2018$23,156,000
+14.5%
170,614
+15.8%
4.51%
+6.9%
Q4 2017$20,219,000
+7.4%
147,316
+1.4%
4.22%
-5.8%
Q3 2017$18,820,000
-3.1%
145,307
-6.9%
4.48%
-1.9%
Q2 2017$19,422,000
+41.5%
156,063
+38.0%
4.56%
+14.2%
Q1 2017$13,725,000
+5.4%
113,127
+0.1%
3.99%
-4.9%
Q4 2016$13,028,000
+3.3%
112,971
-0.3%
4.20%
-1.7%
Q3 2016$12,613,000
-12.2%
113,293
-15.5%
4.27%
-12.6%
Q2 2016$14,367,000
+21.9%
134,071
+19.3%
4.88%
+25.3%
Q1 2016$11,783,000
+8.3%
112,413
+7.7%
3.90%
+6.9%
Q4 2015$10,884,000
+4.1%
104,349
-1.5%
3.65%
-1.1%
Q3 2015$10,457,000
-8.9%
105,925
-1.3%
3.69%
-2.0%
Q2 2015$11,480,000
-1.2%
107,266
-1.0%
3.76%
-13.9%
Q1 2015$11,620,000
+43.4%
108,348
+41.7%
4.37%
+39.5%
Q4 2014$8,103,000
+16.7%
76,442
+11.4%
3.13%
+9.5%
Q3 2014$6,945,000
-2.9%
68,600
-2.4%
2.86%
-8.2%
Q2 2014$7,152,000
+3.2%
70,273
-1.2%
3.12%
-2.8%
Q1 2014$6,932,000
+3.3%
71,116
+1.7%
3.21%
+1.5%
Q4 2013$6,711,000
+15.7%
69,961
+5.7%
3.16%
+2.9%
Q3 2013$5,800,000
+3.6%
66,174
-2.3%
3.07%
-2.7%
Q2 2013$5,599,00067,7313.16%
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