Capital Advantage, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Capital Advantage, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$548,000
+12.1%
2,652
+4.9%
0.15%
+2.1%
Q4 2020$489,000
+31.5%
2,527
+18.5%
0.15%
+19.7%
Q3 2020$372,000
+11.7%
2,133
+0.2%
0.12%
+3.4%
Q2 2020$333,000
-1.2%
2,129
-9.6%
0.12%
-10.6%
Q1 2020$337,000
-7.9%
2,356
+7.4%
0.13%
+13.8%
Q4 2019$366,000
+7.3%
2,193
-3.1%
0.12%
-1.7%
Q3 2019$341,000
+3.3%
2,262
-0.9%
0.12%
+0.9%
Q1 2019$330,000
+26.9%
2,282
+12.0%
0.12%
+18.2%
Q4 2018$260,000
-14.5%
2,037
+0.3%
0.10%
+41.4%
Q3 2018$304,000
-0.3%
2,031
-6.3%
0.07%
-2.8%
Q2 2018$305,000
+0.3%
2,168
-3.1%
0.07%
-2.7%
Q1 2018$304,000
-5.6%
2,238
-4.5%
0.07%
-10.8%
Q4 2017$322,000
+6.3%
2,343
+0.1%
0.08%
+9.2%
Q3 2017$303,000
-1.9%
2,341
-5.6%
0.08%
-6.2%
Q2 2017$309,000
-21.6%
2,479
-23.6%
0.08%
-25.0%
Q1 2017$394,000
-8.4%
3,244
-13.0%
0.11%
-13.6%
Q4 2016$430,000
+16.8%
3,728
+12.8%
0.12%
+21.4%
Q3 2016$368,000
+8.6%
3,305
+4.6%
0.10%
+5.1%
Q2 2016$339,000
-0.9%
3,159
-3.0%
0.10%
-19.0%
Q1 2016$342,000
+29.5%
3,258
+28.9%
0.12%
+36.0%
Q4 2015$264,0002,5270.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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