Segment 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
Segment Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$56,388,994
-2.1%
265,472
+1.5%
5.73%
-3.3%
Q2 2023$57,613,158
+6.8%
261,545
-1.0%
5.92%
-2.9%
Q1 2023$53,942,075
+9.8%
264,292
+2.8%
6.10%
+7.3%
Q4 2022$49,140,624
+4.4%
257,025
-2.0%
5.69%
-3.2%
Q3 2022$47,071,000
-1.1%
262,279
+4.0%
5.88%
-2.7%
Q2 2022$47,586,000
-15.1%
252,284
+2.5%
6.04%
+4.6%
Q1 2022$56,038,000
+0.4%
246,136
+6.5%
5.78%
-1.3%
Q4 2021$55,817,000
+11.5%
231,184
+2.6%
5.85%
-1.5%
Q3 2021$50,054,000
+1.8%
225,407
+2.2%
5.94%
+1.8%
Q2 2021$49,160,000
+12.6%
220,628
+4.5%
5.83%
+0.8%
Q1 2021$43,647,000
+7.6%
211,169
+1.4%
5.79%
-1.1%
Q4 2020$40,552,000
+19.4%
208,346
+4.5%
5.85%
+6.1%
Q3 2020$33,967,000
+10.5%
199,442
+1.5%
5.52%
-3.0%
Q2 2020$30,753,000
+78.7%
196,464
+47.2%
5.69%
+48.3%
Q1 2020$17,210,000
-24.3%
133,502
-3.9%
3.83%
-0.1%
Q4 2019$22,733,000
+18.1%
138,938
+9.0%
3.84%
+1.9%
Q3 2019$19,251,000
+20.6%
127,493
+19.9%
3.77%
+15.9%
Q2 2019$15,966,000
+27.0%
106,375
+22.4%
3.25%
+21.9%
Q1 2019$12,575,000
+12.4%
86,896
-0.9%
2.66%
-5.6%
Q4 2018$11,191,000
+0.0%
87,685
+17.3%
2.82%
+15.8%
Q3 2018$11,189,000
+7.1%
74,770
+0.5%
2.44%
-1.1%
Q2 2018$10,448,000
+4.6%
74,403
+1.1%
2.46%
-0.8%
Q1 2018$9,988,000
+1.3%
73,596
+2.4%
2.48%
+4.2%
Q4 2017$9,861,000
+8.7%
71,842
+2.5%
2.38%
-1.0%
Q3 2017$9,074,000
+2.7%
70,063
-1.3%
2.41%
-1.1%
Q2 2017$8,838,000
+5.2%
71,010
+2.5%
2.43%
-11.1%
Q1 2017$8,401,000
+9.8%
69,250
+4.4%
2.74%
-2.5%
Q4 2016$7,652,000
+2.5%
66,353
-1.0%
2.81%
-4.5%
Q3 2016$7,465,000
+4.3%
67,053
+0.4%
2.94%
-0.5%
Q2 2016$7,154,000
-10.7%
66,764
-12.6%
2.95%
-1.3%
Q1 2016$8,011,000
-0.3%
76,428
-0.8%
2.99%
-1.8%
Q4 2015$8,034,000
+23.5%
77,031
+16.9%
3.05%
+22.5%
Q3 2015$6,505,000
-7.1%
65,896
+0.7%
2.49%
+2.3%
Q2 2015$7,005,000
-0.2%
65,456
+0.0%
2.43%
+3.8%
Q1 2015$7,017,000
+5.0%
65,430
+3.8%
2.34%
-8.5%
Q4 2014$6,680,000
+24.0%
63,021
+18.4%
2.56%
+24.5%
Q3 2014$5,387,000
+0.1%
53,206
+0.6%
2.06%
-1.2%
Q2 2014$5,381,000
+4.0%
52,878
-0.4%
2.08%
-13.4%
Q1 2014$5,174,000
+11.8%
53,085
+10.0%
2.41%
+5.4%
Q4 2013$4,629,000
+74.3%
48,263
+59.3%
2.28%
+57.9%
Q3 2013$2,656,000
+24.1%
30,306
-14.9%
1.45%
+13.0%
Q2 2013$2,140,00035,6251.28%
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