Waverly Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,224,547
-1.6%
90,507
+2.1%
0.84%
-2.1%
Q2 2023$19,528,570
+59.0%
88,653
+47.3%
0.86%
+33.7%
Q1 2023$12,280,077
+6.4%
60,167
-0.3%
0.64%0.0%
Q4 2022$11,539,226
+5.3%
60,355
-1.1%
0.64%
-16.9%
Q3 2022$10,957,000
+10.1%
61,053
+15.7%
0.77%
-15.4%
Q2 2022$9,951,000
-8.0%
52,755
+11.0%
0.91%
-0.4%
Q1 2022$10,819,000
+28.5%
47,519
+25.8%
0.92%
+25.7%
Q4 2021$8,421,000
-6.8%
37,772
+0.3%
0.73%
-5.7%
Q3 2021$9,036,000
+5.5%
37,655
+1.2%
0.77%
-2.3%
Q2 2021$8,561,000
+7.5%
37,198
+0.5%
0.79%
+0.4%
Q1 2021$7,963,000
-5.9%
37,019
-9.7%
0.79%
-11.5%
Q4 2020$8,464,000
+18.4%
41,002
-4.2%
0.89%
-6.5%
Q3 2020$7,146,000
+2.4%
42,794
+4.9%
0.95%
+5.2%
Q2 2020$6,976,000
+16.6%
40,787
-12.2%
0.90%
-10.6%
Q1 2020$5,985,000
+64.0%
46,430
+115.9%
1.01%
+110.6%
Q4 2019$3,650,000
+9.3%
21,509
-2.7%
0.48%
+0.2%
Q3 2019$3,338,000
+1.7%
22,105
+1.1%
0.48%
-2.0%
Q2 2019$3,281,000
+4.3%
21,859
+0.5%
0.49%
+0.4%
Q1 2019$3,147,000
+19.0%
21,746
+4.9%
0.49%
+5.4%
Q4 2018$2,645,000
-1.7%
20,725
+15.3%
0.46%
+16.4%
Q3 2018$2,690,000
+6.5%
17,9770.0%0.40%
+1.0%
Q2 2018$2,525,000
+3.5%
17,977
+0.0%
0.39%
-0.3%
Q1 2018$2,439,000
-18.2%
17,974
-17.2%
0.39%
-7.3%
Q4 2017$2,980,000
+1224.4%
21,707
+1149.7%
0.42%
+767.3%
Q3 2017$225,000
+581.8%
1,737
+426.4%
0.05%
+113.0%
Q3 2015$33,000
+120.0%
330
+140.9%
0.02%
+155.6%
Q2 2015$15,0000.0%1370.0%0.01%
+12.5%
Q1 2015$15,000
-61.5%
137
-63.1%
0.01%
-60.0%
Q4 2014$39,000
+25.8%
371
+21.6%
0.02%
+17.6%
Q3 2014$31,000
-18.4%
305
-17.6%
0.02%
+6.2%
Q2 2014$38,000
-59.6%
370
-61.6%
0.02%
-61.9%
Q1 2014$94,000
-73.6%
964
-74.1%
0.04%
-66.4%
Q4 2013$356,000
+483.6%
3,716
+433.1%
0.12%
+303.2%
Q3 2013$61,0006970.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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