Summit Financial Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

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 Q1 2023
NameSharesValueWeighting ↓
Adventist Health System/ West 2,321,982$363,460,00077.42%
Rainwater Charitable Foundation 715,578$112,009,00076.29%
Ebor Charitable Trust 360,850$56,484,00062.87%
VIEWPOINT INVESTMENT PARTNERS CORP 420,496$65,820,00061.89%
AEGON USA Investment Management, LLC 999,550$156,460,00058.10%
Cabot-Wellington, LLC 521,031$81,557,00055.15%
Gibson Capital, LLC 974,127$152,357,00053.72%
University of Maryland Foundation, Inc. 231,555$36,245,00052.60%
Summit Financial, LLC 1,864,520$291,853,288,00051.68%
Consolidated Planning Corp 333,129$52,144,00051.13%
View complete list of VANGUARD INDEX FDS shareholders