Litman Gregory Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,306 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$47,528,769
-4.9%
223,760
-1.4%
4.90%
-21.4%
Q2 2023$49,984,973
+441.0%
226,916
+401.3%
6.24%
+81.4%
Q1 2023$9,238,960
-79.2%
45,267
-80.6%
3.44%
-44.7%
Q4 2022$44,499,930
+16.8%
232,752
+9.7%
6.22%
+2.1%
Q3 2022$38,090,000
+4.4%
212,237
+9.7%
6.09%
+13.4%
Q2 2022$36,496,000
-13.4%
193,490
+4.5%
5.37%
-13.0%
Q1 2022$42,167,000
-6.0%
185,212
-0.3%
6.17%
-19.0%
Q4 2021$44,847,000
+4.3%
185,746
-4.1%
7.62%
-5.9%
Q3 2021$43,000,000
-0.4%
193,640
+348.3%
8.09%
+0.4%
Q2 2021$43,194,000
+11.9%
43,194
-76.9%
8.06%
+6.6%
Q1 2021$38,611,000
-2.7%
186,805
-8.4%
7.56%
+3.7%
Q4 2020$39,697,000
+17.6%
203,952
+2.9%
7.30%
+4.6%
Q3 2020$33,745,000
+7.4%
198,136
-1.3%
6.97%
+0.5%
Q2 2020$31,422,000
+16.0%
200,739
-4.5%
6.94%
+1.8%
Q1 2020$27,093,000
-7.9%
210,168
+16.9%
6.81%
+4.1%
Q4 2019$29,404,000
+9.9%
179,712
+1.4%
6.54%
+0.0%
Q3 2019$26,749,000
+2.1%
177,149
+1.5%
6.54%
-5.4%
Q2 2019$26,204,000
+4.6%
174,587
+0.8%
6.92%
+1.4%
Q1 2019$25,056,000
+16.9%
173,148
+3.1%
6.82%
+3.7%
Q4 2018$21,433,000
-4.5%
167,927
+11.9%
6.58%
-13.1%
Q3 2018$22,453,000
+12.7%
150,036
+5.7%
7.57%
-3.5%
Q2 2018$19,930,000
+2.0%
141,923
-1.4%
7.85%
-1.4%
Q1 2018$19,542,000
+4.8%
143,989
+6.0%
7.96%
+42.0%
Q4 2017$18,648,000
+11.5%
135,870
+5.2%
5.61%
-31.3%
Q3 2017$16,728,000
+15.2%
129,153
+10.6%
8.16%
-1.2%
Q2 2017$14,527,000
+2.1%
116,733
-0.5%
8.26%
-6.3%
Q1 2017$14,229,000
+4.4%
117,284
-0.8%
8.81%
-3.8%
Q4 2016$13,631,000
+6.6%
118,204
+2.9%
9.16%
-1.5%
Q3 2016$12,788,000
+6.8%
114,867
+2.8%
9.30%
-2.2%
Q2 2016$11,969,000
+3.9%
111,690
+1.6%
9.51%
+4.4%
Q1 2016$11,525,000
-14.6%
109,949
-15.0%
9.11%
-6.3%
Q4 2015$13,493,000
+53.5%
129,365
+49.0%
9.72%
-17.8%
Q3 2014$8,791,000
+5.5%
86,833
+6.0%
11.82%
-20.8%
Q2 2014$8,336,000
-3.2%
81,910
-7.3%
14.93%
+43.9%
Q1 2014$8,616,000
+2.7%
88,398
+1.1%
10.37%
+0.3%
Q4 2013$8,389,000
+10.1%
87,459
+0.6%
10.34%
+13.0%
Q3 2013$7,622,000
+3.8%
86,961
-2.1%
9.15%
+11.7%
Q2 2013$7,342,00088,8108.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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