JANICZEK WEALTH MANAGEMENT, 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
JANICZEK WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,423,878
-3.6%
16,119
+0.0%
0.90%
-7.7%
Q2 2023$3,550,504
+6.8%
16,118
-0.6%
0.98%
+3.6%
Q1 2023$3,325,798
-1.2%
16,217
-4.0%
0.94%
-0.4%
Q4 2022$3,364,693
+9.0%
16,892
-1.0%
0.95%
-5.9%
Q3 2022$3,088,000
-12.3%
17,067
+0.0%
1.01%
-3.8%
Q2 2022$3,520,000
-8.7%
17,065
+0.7%
1.05%
-1.8%
Q1 2022$3,856,000
-11.2%
16,938
-5.8%
1.06%
-18.0%
Q4 2021$4,340,000
+14.1%
17,977
+5.0%
1.30%
-3.5%
Q3 2021$3,803,000
-0.1%
17,124
+0.3%
1.34%
-2.7%
Q2 2021$3,806,000
-7.4%
17,079
-14.1%
1.38%
-15.6%
Q1 2021$4,109,000
+1656.0%
19,879
+1555.2%
1.64%
+1350.4%
Q4 2020$234,000
+9.3%
1,201
-4.2%
0.11%
-1.7%
Q3 2020$214,000
+529.4%
1,254
+475.2%
0.12%
+505.3%
Q2 2020$34,000
+21.4%
2180.0%0.02%
+18.8%
Q1 2020$28,000
-3.4%
218
+21.8%
0.02%
+23.1%
Q4 2019$29,000
+7.4%
1790.0%0.01%
+8.3%
Q3 2019$27,000
-6.9%
179
-7.7%
0.01%
-14.3%
Q2 2019$29,000
+1350.0%
194
+1193.3%
0.01%
+1300.0%
Q1 2019$2,0000.0%150.0%0.00%0.0%
Q4 2018$2,0000.0%150.0%0.00%0.0%
Q3 2018$2,0000.0%150.0%0.00%0.0%
Q2 2018$2,000150.00%
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