LVW Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 0.53 and the average weighting 2.5%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$638,446
+8.9%
3,006
+12.9%
0.13%
+16.8%
Q2 2023$586,324
-34.5%
2,662
-39.3%
0.11%
-35.4%
Q1 2023$895,534
+135.3%
4,388
+120.4%
0.18%
+127.3%
Q4 2022$380,659
+7.5%
1,991
+1.0%
0.08%
-2.5%
Q3 2022$354,000
-20.8%
1,972
-16.8%
0.08%
-13.2%
Q2 2022$447,000
-29.2%
2,369
-14.4%
0.09%
-15.0%
Q1 2022$631,000
+40.5%
2,769
+49.0%
0.11%
+40.8%
Q4 2021$449,000
-60.1%
1,858
-63.4%
0.08%
-60.8%
Q3 2021$1,126,000
-1.1%
5,070
-0.8%
0.19%
-4.0%
Q2 2021$1,138,000
+8.0%
5,109
+0.2%
0.20%0.0%
Q1 2021$1,054,000
+8.4%
5,099
+2.1%
0.20%
+3.6%
Q4 2020$972,000
+12.1%
4,994
-1.9%
0.20%
+2.1%
Q3 2020$867,000
+13.2%
5,092
+4.1%
0.19%
+3.2%
Q2 2020$766,000
+21.8%
4,892
+0.3%
0.18%
+10.8%
Q1 2020$629,000
-53.5%
4,877
-41.0%
0.17%
-45.4%
Q4 2019$1,353,000
+10.1%
8,272
+1.6%
0.31%
+0.3%
Q3 2019$1,229,000
+4.6%
8,139
+4.0%
0.30%
-6.2%
Q2 2019$1,175,000
+3.7%
7,8280.0%0.32%
+7.6%
Q1 2019$1,133,000
+114.2%
7,828
+88.8%
0.30%
+68.7%
Q4 2018$529,000
-13.3%
4,146
+1.7%
0.18%
+4.7%
Q3 2018$610,000
+25.8%
4,078
+18.0%
0.17%
+11.0%
Q2 2018$485,000
-1.2%
3,456
-4.4%
0.15%
+1.3%
Q1 2018$491,000
-26.1%
3,616
-37.2%
0.15%
-34.5%
Q4 2016$664,000
+222.3%
5,761
+193.2%
0.23%
+251.5%
Q1 2016$206,000
-98.1%
1,965
-98.0%
0.07%
-98.5%
Q2 2015$10,640,00099,4204.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
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