Alpha Cubed Investments, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,236,460
-9.5%
34,068
-6.2%
0.49%
-9.8%
Q2 2023$8,000,265
+0.9%
36,319
-6.5%
0.54%
-6.1%
Q1 2023$7,930,680
+0.8%
38,857
-5.6%
0.57%
-3.7%
Q4 2022$7,869,540
+20.9%
41,161
+13.5%
0.60%
+17.3%
Q3 2022$6,507,000
+0.1%
36,256
+5.2%
0.51%
+7.6%
Q2 2022$6,501,000
-6.8%
34,466
+12.5%
0.47%
+5.6%
Q1 2022$6,976,000
+4.9%
30,641
+11.3%
0.45%
+2.8%
Q4 2021$6,648,000
+37.0%
27,533
+26.0%
0.44%
+19.2%
Q3 2021$4,852,000
+9.6%
21,850
+10.0%
0.36%
+14.1%
Q2 2021$4,425,000
+17.6%
19,860
+9.1%
0.32%
+9.6%
Q1 2021$3,763,000
+8.4%
18,208
+2.1%
0.29%
-1.4%
Q4 2020$3,471,000
+8.3%
17,831
-5.3%
0.30%
-3.6%
Q3 2020$3,206,000
+50.4%
18,822
+38.2%
0.31%
+31.8%
Q2 2020$2,131,000
-43.8%
13,615
-53.7%
0.23%
-48.9%
Q1 2020$3,792,000
-21.0%
29,417
+0.2%
0.46%
-7.7%
Q4 2019$4,803,000
+9.8%
29,355
+1.3%
0.49%
-3.1%
Q3 2019$4,375,000
+12.7%
28,971
+12.0%
0.51%
+13.6%
Q2 2019$3,882,000
+8.3%
25,868
+4.4%
0.45%
+3.5%
Q1 2019$3,585,000
+28.3%
24,774
+13.2%
0.43%
+3.6%
Q4 2018$2,794,000
+16.1%
21,893
+28.6%
0.42%
+49.6%
Q3 2018$2,406,000
+93.6%
17,022
+92.3%
0.28%
+75.0%
Q2 2018$1,243,000
+19.9%
8,853
+15.8%
0.16%
+18.5%
Q1 2018$1,037,000
+9.7%
7,644
+11.0%
0.14%
+9.8%
Q4 2017$945,000
-0.8%
6,888
-6.3%
0.12%
-14.0%
Q3 2017$953,000
+75.5%
7,355
+68.5%
0.14%
+53.8%
Q2 2017$543,000
+34.4%
4,366
+31.2%
0.09%
+12.0%
Q1 2017$404,000
+42.3%
3,328
+35.2%
0.08%
+22.1%
Q4 2016$284,000
+8.0%
2,462
+4.2%
0.07%
-4.2%
Q3 2016$263,000
+19.5%
2,362
+14.9%
0.07%
-6.6%
Q2 2016$220,000
+1.9%
2,0560.0%0.08%
+15.2%
Q1 2016$216,000
+0.9%
2,0560.0%0.07%
+17.9%
Q4 2015$214,000
-2.3%
2,0560.0%0.06%
-1.8%
Q3 2015$219,000
-0.5%
2,0560.0%0.06%
-3.4%
Q2 2015$220,000
-0.5%
2,0560.0%0.06%
-14.5%
Q1 2015$221,0002,0560.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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