Dynamic Advisor Solutions LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$23,872,516
-1.9%
112,389
+1.8%
1.13%
-10.6%
Q2 2023$24,327,679
+19.4%
110,440
+10.6%
1.26%
+5.9%
Q1 2023$20,377,717
+9.2%
99,842
+2.3%
1.19%
-6.4%
Q4 2022$18,664,161
+8.8%
97,621
+2.1%
1.27%
-2.6%
Q3 2022$17,161,000
+100.7%
95,620
+110.9%
1.31%
+99.1%
Q2 2022$8,550,000
+12.7%
45,330
+36.0%
0.66%
+24.4%
Q1 2022$7,589,000
-20.0%
33,333
-15.1%
0.53%
-22.0%
Q4 2021$9,481,000
+15.9%
39,267
+6.6%
0.68%
+9.9%
Q3 2021$8,181,000
+2.1%
36,842
+2.4%
0.62%
-3.0%
Q2 2021$8,014,000
+20.1%
35,968
+11.4%
0.64%
+2.4%
Q1 2021$6,674,000
+10.0%
32,291
+3.5%
0.62%
+9.2%
Q4 2020$6,070,000
+39.0%
31,184
+21.6%
0.57%
+14.5%
Q3 2020$4,368,000
+59.3%
25,646
+46.4%
0.50%
+34.1%
Q2 2020$2,742,000
+0.2%
17,520
-17.4%
0.37%
-25.9%
Q1 2020$2,736,000
-27.3%
21,222
-7.7%
0.50%
-2.7%
Q4 2019$3,761,000
+34.0%
22,988
+23.7%
0.51%
+17.7%
Q3 2019$2,807,000
+5.2%
18,591
+4.6%
0.44%
+1.6%
Q2 2019$2,669,000
-11.5%
17,781
-14.7%
0.43%
-24.6%
Q1 2019$3,016,000
+1.9%
20,841
-3.9%
0.57%
-9.5%
Q4 2018$2,959,000
-39.7%
21,683
-33.9%
0.63%
-38.2%
Q3 2018$4,907,000
+1.2%
32,790
-5.0%
1.02%
-7.4%
Q2 2018$4,847,000
+13.0%
34,516
+9.2%
1.10%
-0.1%
Q1 2018$4,288,000
-0.6%
31,599
+0.6%
1.10%
-22.2%
Q4 2017$4,312,000
+5.9%
31,420
-0.1%
1.41%
-12.2%
Q3 2017$4,072,000
+3.7%
31,441
-0.4%
1.61%
+5.9%
Q2 2017$3,928,000
+3.3%
31,567
+0.8%
1.52%
+2.6%
Q1 2017$3,801,000
-5.4%
31,328
-10.1%
1.48%
-7.6%
Q4 2016$4,020,000
+1.0%
34,860
-2.5%
1.60%
+6.3%
Q3 2016$3,982,000
+21.4%
35,767
+16.8%
1.51%
+13.5%
Q2 2016$3,281,000
+12.4%
30,622
+9.9%
1.33%
+7.2%
Q1 2016$2,920,000
-7.7%
27,855
-8.1%
1.24%
-5.1%
Q4 2015$3,162,000
+22.5%
30,319
+16.0%
1.31%
+0.4%
Q3 2015$2,581,000
+9.5%
26,147
+18.9%
1.30%
+10.2%
Q1 2015$2,358,000
+17.4%
21,991
+16.1%
1.18%
+9.7%
Q4 2014$2,008,000
+7.7%
18,940
+2.8%
1.08%
+6.2%
Q3 2014$1,865,000
+3.0%
18,423
+3.6%
1.01%
-6.7%
Q2 2014$1,810,000
+1.3%
17,781
-3.0%
1.09%
-10.8%
Q1 2014$1,787,000
-3.3%
18,330
-4.9%
1.22%
-10.9%
Q4 2013$1,848,00019,2661.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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