Compass Ion Advisors, 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
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 Q4 2023
NameSharesValueWeighting ↓
Rainwater Charitable Foundation 650,539$126,621,00093.39%
Adventist Health System/ West 2,556,317$497,562,00077.45%
VIEWPOINT INVESTMENT PARTNERS CORP 443,546$69,428,00064.79%
PFM Asset Management LLC 13,185,931$2,566,510,00063.95%
Ebor Charitable Trust 350,250$68,173,00063.27%
AEGON USA Investment Management, LLC 987,240$192,156,00058.35%
Gibson Capital, LLC 964,743$187,777,00055.29%
Avalon Advisory Group 525,718$102,326,00051.07%
Cabot-Wellington, LLC 513,194$99,888,00050.81%
Beacon Wealthcare, Inc 437,612$85,177,00049.55%
View complete list of VANGUARD INDEX FDS shareholders