Summit Financial Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$978,506
-5.3%
4,607
-1.8%
0.19%
-3.6%
Q2 2023$1,033,475
-13.1%
4,692
-19.5%
0.19%
-17.5%
Q1 2023$1,189,823
+31.4%
5,830
+23.0%
0.23%
+20.0%
Q4 2022$905,776
+17.2%
4,738
+10.0%
0.20%
+6.0%
Q3 2022$773,000
-3.3%
4,306
+1.7%
0.18%
-1.6%
Q2 2022$799,000
-7.3%
4,235
+11.9%
0.19%
+7.5%
Q1 2022$862,000
-33.7%
3,785
-29.8%
0.17%
-30.7%
Q4 2021$1,301,000
+8.9%
5,388
+0.1%
0.25%
+10.1%
Q3 2021$1,195,000
-0.3%
5,3820.0%0.23%
-3.8%
Q2 2021$1,199,000
-7.8%
5,382
-19.4%
0.24%
-47.0%
Q4 2020$1,300,000
+11.0%
6,677
-2.9%
0.45%
-6.3%
Q3 2020$1,171,000
+8.8%
6,8770.0%0.48%
-0.2%
Q2 2020$1,076,000
+405.2%
6,877
+316.0%
0.48%
+312.1%
Q1 2020$213,0001,6530.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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