Smith & Howard Wealth Management, 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
Smith & Howard Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$39,281,446
-5.8%
184,932
-2.3%
13.78%
-6.1%
Q2 2023$41,688,210
+5.8%
189,251
-2.0%
14.67%
+8.0%
Q1 2023$39,399,668
+10.4%
193,041
+3.4%
13.58%
-0.4%
Q4 2022$35,701,162
-2.0%
186,731
-8.0%
13.64%
-12.2%
Q3 2022$36,445,000
+0.4%
203,068
+5.6%
15.54%
+1.1%
Q2 2022$36,282,000
-7.8%
192,358
+11.3%
15.36%
-7.2%
Q1 2022$39,349,000
-4.6%
172,832
+1.2%
16.55%
-11.3%
Q4 2021$41,240,000
+4.1%
170,808
-4.3%
18.66%
-0.2%
Q3 2021$39,616,000
-0.5%
178,403
-0.1%
18.71%
-1.1%
Q2 2021$39,808,000
+5.8%
178,657
-1.9%
18.92%
+0.2%
Q1 2021$37,631,000
+3.4%
182,067
-2.6%
18.88%
-2.6%
Q4 2020$36,390,000
+9.8%
186,961
-3.9%
19.39%
-0.8%
Q3 2020$33,140,000
-1.6%
194,585
-9.6%
19.54%
-6.7%
Q2 2020$33,682,000
-0.7%
215,177
-18.2%
20.93%
-3.2%
Q1 2020$33,914,000
-54.7%
263,084
-42.5%
21.62%
-15.2%
Q4 2019$74,825,000
+5.1%
457,311
-3.0%
25.49%
-10.2%
Q3 2019$71,212,000
-8.1%
471,600
-8.6%
28.39%
-13.1%
Q2 2019$77,452,000
-1.5%
516,038
-5.1%
32.69%
-15.6%
Q1 2019$78,664,000
+11.9%
543,597
-1.3%
38.76%
+0.1%
Q4 2018$70,296,000
-15.3%
550,781
-0.6%
38.72%
+10.7%
Q3 2018$82,955,000
+0.4%
554,328
-5.8%
34.97%
-3.7%
Q2 2018$82,627,000
-3.0%
588,386
-6.2%
36.30%
-1.1%
Q1 2018$85,158,000
-3.5%
627,451
-2.4%
36.70%
-11.1%
Q4 2017$88,244,000
+5.8%
642,944
-0.1%
41.30%
+4.3%
Q3 2017$83,379,000
+3.0%
643,750
-1.0%
39.58%
+2.5%
Q2 2017$80,949,000
-0.1%
650,454
-2.6%
38.62%
-0.7%
Q1 2017$81,055,000
+5.4%
668,108
+0.1%
38.91%
-3.0%
Q4 2016$76,936,000
+2.7%
667,152
-0.8%
40.12%
+2.6%
Q3 2016$74,884,000
-7.1%
672,632
-10.6%
39.10%
+1.1%
Q2 2016$80,582,000
-12.3%
751,981
-14.2%
38.66%
+1.6%
Q1 2016$91,848,000
+3.8%
876,247
+3.3%
38.04%
-12.0%
Q4 2015$88,476,000
+10.6%
848,282
+4.7%
43.21%
+12.2%
Q3 2015$80,014,000
+1.2%
810,515
+9.7%
38.52%
+11.2%
Q2 2015$79,042,000
-1.3%
738,574
-1.1%
34.62%
+0.0%
Q1 2015$80,096,000
+5.7%
746,815
+4.5%
34.61%
-4.3%
Q4 2014$75,741,000
+24.6%
714,538
+19.0%
36.18%
+14.7%
Q3 2014$60,790,000
+0.6%
600,453
+1.1%
31.53%
+0.3%
Q2 2014$60,424,000
+7.2%
593,729
+2.6%
31.45%
-0.9%
Q1 2014$56,379,000
+4.9%
578,420
+3.3%
31.72%
+7.3%
Q4 2013$53,725,000
+10.7%
560,106
+1.1%
29.58%
+2.2%
Q3 2013$48,541,000
+6.4%
553,808
+0.3%
28.94%
-1.0%
Q2 2013$45,628,000551,92529.24%
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