Burt Wealth Advisors - 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
Burt Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$294,188
-3.6%
1,3850.0%0.09%
-2.2%
Q2 2023$305,088
+7.9%
1,3850.0%0.09%
+4.5%
Q1 2023$282,679
+11.6%
1,385
+4.5%
0.09%
+3.5%
Q4 2022$253,327
+15.1%
1,325
+8.2%
0.08%
-3.4%
Q3 2022$220,000
-4.8%
1,2250.0%0.09%
+10.0%
Q2 2022$231,000
-17.2%
1,2250.0%0.08%
-4.8%
Q1 2022$279,000
-5.7%
1,2250.0%0.08%
-13.4%
Q4 2021$296,000
-13.7%
1,225
-20.7%
0.10%
-11.0%
Q3 2021$343,000
-0.3%
1,5450.0%0.11%
-12.1%
Q2 2021$344,000
+7.8%
1,5450.0%0.12%
+5.1%
Q1 2021$319,000
+4.6%
1,545
-1.5%
0.12%
+12.4%
Q4 2020$305,000
+14.2%
1,5690.0%0.10%
+5.0%
Q3 2020$267,000
+9.9%
1,569
+0.9%
0.10%
+1.0%
Q2 2020$243,000
+21.5%
1,5550.0%0.10%
+10.0%
Q1 2020$200,000
-21.3%
1,5550.0%0.09%
-9.1%
Q4 2019$254,0000.0%1,555
-7.6%
0.10%
-5.7%
Q3 2019$254,000
+0.8%
1,6820.0%0.10%
-4.5%
Q2 2019$252,000
+3.7%
1,6820.0%0.11%0.0%
Q1 2019$243,000
+13.0%
1,6820.0%0.11%
+7.8%
Q4 2018$215,000
-16.3%
1,682
-2.0%
0.10%
-12.8%
Q3 2018$257,000
+6.6%
1,7160.0%0.12%
+1.7%
Q2 2018$241,000
+3.4%
1,7160.0%0.12%
-3.4%
Q1 2018$233,000
-1.3%
1,7160.0%0.12%
-19.0%
Q4 2017$236,000
-36.9%
1,716
-40.5%
0.15%
-40.0%
Q3 2017$374,000
+5242.9%
2,885
+4479.4%
0.24%
+4800.0%
Q2 2017$7,000
-12.5%
630.0%0.01%
-16.7%
Q1 2017$8,000
+14.3%
630.0%0.01%0.0%
Q4 2016$7,0000.0%630.0%0.01%
-14.3%
Q3 2016$7,000630.01%
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