Executive Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

Quarter-by-quarter ownership
Executive Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$356,900
-3.3%
1,680
+0.3%
0.04%
-2.6%
Q2 2023$369,107
+13.5%
1,675
+5.2%
0.04%
+5.6%
Q1 2023$325,128
-3.0%
1,592
-9.2%
0.04%
-12.2%
Q4 2022$335,199
+20.1%
1,753
+528.3%
0.04%
+5.1%
Q3 2022$279,000
-11.4%
279
-83.3%
0.04%
-7.1%
Q2 2022$315,000
-19.0%
1,673
-2.2%
0.04%0.0%
Q1 2022$389,000
-24.3%
1,710
-19.8%
0.04%
-17.6%
Q4 2021$514,000
+56.7%
2,131
+44.2%
0.05%
+41.7%
Q3 2021$328,000
+1.9%
1,478
+2.3%
0.04%
+2.9%
Q2 2021$322,000
-0.9%
1,445
-8.2%
0.04%
-7.9%
Q1 2021$325,000
+11.3%
1,574
+4.9%
0.04%
+5.6%
Q4 2020$292,000
+4.7%
1,500
-8.6%
0.04%
-7.7%
Q3 2020$279,000
+13.0%
1,641
+3.8%
0.04%
+5.4%
Q2 2020$247,000
-10.5%
1,581
-6.5%
0.04%
-2.6%
Q4 2019$276,000
+8.2%
1,691
-0.1%
0.04%
-2.6%
Q3 2019$255,000
+0.8%
1,692
+0.4%
0.04%
+8.3%
Q2 2019$253,000
+6.3%
1,685
+2.4%
0.04%
-16.3%
Q1 2019$238,000
-43.9%
1,646
-50.4%
0.04%
-42.7%
Q4 2018$424,0003,3210.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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