Compass Ion Advisors, 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
Compass Ion Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$106,511,833
+93.5%
501,444
+100.7%
18.27%
+30.7%
Q2 2023$55,048,885
+87.6%
249,904
+73.8%
13.98%
+88.7%
Q1 2023$29,346,637
+15.8%
143,786
+8.5%
7.41%
+13.8%
Q4 2022$25,345,254
-13.5%
132,566
-18.8%
6.51%
-19.8%
Q3 2022$29,315,000
-4.0%
163,343
+0.9%
8.12%
-8.2%
Q2 2022$30,542,000
-35.1%
161,921
-21.6%
8.85%
-39.3%
Q1 2022$47,048,000
+9.3%
206,652
+15.9%
14.56%
+5.2%
Q4 2021$43,048,000
+7.1%
178,295
-1.5%
13.85%
-4.2%
Q3 2021$40,211,000
+53.4%
181,083
+53.9%
14.45%
+41.9%
Q2 2021$26,218,000
+18.6%
117,663
+10.0%
10.18%
+11.9%
Q1 2021$22,110,000
+3.5%
106,970
-2.5%
9.10%
+10.2%
Q4 2020$21,361,000
-9.9%
109,744
-21.2%
8.26%
-45.2%
Q3 2020$23,721,000
-43.5%
139,279
-48.1%
15.07%
-59.8%
Q2 2020$41,970,000
+14322.7%
268,125
+11769.2%
37.44%
+14191.2%
Q1 2020$291,000
-23.2%
2,259
-2.4%
0.26%
+33.7%
Q4 2019$379,0002,3140.20%
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