Regal Investment Advisors 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
Regal Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,924,612
-6.2%
27,892
-2.7%
0.50%
-5.8%
Q2 2023$6,317,398
+12.0%
28,679
+3.8%
0.53%
+6.4%
Q1 2023$5,638,376
+2.2%
27,626
-4.3%
0.50%
-6.7%
Q4 2022$5,519,370
-9.5%
28,869
-15.1%
0.53%
-17.0%
Q3 2022$6,100,000
+15.7%
33,987
+21.6%
0.64%
+17.1%
Q2 2022$5,274,000
-9.0%
27,961
+9.9%
0.55%
+3.4%
Q1 2022$5,793,000
+1.0%
25,444
+7.2%
0.53%
+4.5%
Q4 2021$5,733,000
+8.6%
23,744
-0.1%
0.51%
-0.8%
Q3 2021$5,278,000
-0.9%
23,768
-0.6%
0.51%
-4.1%
Q2 2021$5,327,000
+28.1%
23,908
+11.9%
0.53%
+13.6%
Q4 2020$4,160,000
+29.5%
21,371
+4.2%
0.47%
-20.2%
Q2 2020$3,212,000
-6.5%
20,519
-2.3%
0.59%
-4.7%
Q4 2019$3,437,000
+30.9%
21,008
+20.8%
0.62%
+20.7%
Q3 2019$2,625,000
+16.4%
17,387
+15.7%
0.51%
+16.6%
Q2 2019$2,255,000
+9.9%
15,022
+5.9%
0.44%
+5.3%
Q1 2019$2,052,000
-18.5%
14,182
-28.1%
0.42%
-24.5%
Q4 2018$2,519,000
+11.5%
19,736
+30.7%
0.55%
+16.0%
Q3 2018$2,260,000
+30.2%
15,101
+22.1%
0.48%
-9.7%
Q2 2018$1,736,000
-10.1%
12,364
-13.1%
0.53%
+23.4%
Q1 2018$1,930,000
+13.3%
14,224
+14.6%
0.43%
+12.4%
Q4 2017$1,704,000
-19.9%
12,414
-24.4%
0.38%
-23.4%
Q3 2017$2,128,000
-0.8%
16,430
-4.7%
0.50%
-6.8%
Q2 2017$2,146,000
-63.8%
17,243
-64.7%
0.53%
-65.6%
Q1 2017$5,922,000
+4.5%
48,813
-0.7%
1.54%
-1.4%
Q4 2016$5,667,000
-5.5%
49,138
-8.7%
1.57%
-7.9%
Q3 2016$5,994,000
-0.8%
53,843
-4.5%
1.70%
+2.4%
Q2 2016$6,041,000
+2.3%
56,370
+0.0%
1.66%
+3.8%
Q1 2016$5,906,000
-11.9%
56,349
-12.4%
1.60%
-8.0%
Q4 2015$6,706,000
-20.5%
64,299
-24.8%
1.74%
-20.6%
Q3 2015$8,439,000
+1372.8%
85,488
+1496.4%
2.19%
+1312.9%
Q2 2015$573,000
+86.6%
5,355
+87.0%
0.16%
+103.9%
Q1 2015$307,000
-5.8%
2,863
-6.9%
0.08%
-12.6%
Q4 2014$326,000
-3.6%
3,076
-8.0%
0.09%
-14.7%
Q3 2014$338,000
-45.7%
3,343
-45.4%
0.10%
-54.1%
Q2 2014$623,000
+5.4%
6,126
+1.1%
0.22%
-11.2%
Q1 2014$591,000
+39.4%
6,062
+37.2%
0.25%
+2.9%
Q4 2013$424,000
+184.6%
4,417
+160.4%
0.24%
+179.3%
Q3 2013$149,000
+25.2%
1,696
+17.9%
0.09%
+31.8%
Q2 2013$119,0001,4380.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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