Concorde Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,306 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$387,281
-17.6%
1,823
-14.5%
0.35%
-19.4%
Q2 2023$469,816
+22.8%
2,133
+13.8%
0.43%
-4.6%
Q1 2023$382,697
+4.2%
1,875
-2.4%
0.45%
+38.8%
Q4 2022$367,295
-54.8%
1,921
-57.6%
0.33%
-64.1%
Q3 2022$813,000
-43.7%
4,533
-48.6%
0.91%
-8.9%
Q4 2019$1,443,000
+7.8%
8,821
-0.4%
1.00%
-3.0%
Q3 2019$1,338,000
-2.3%
8,857
-2.9%
1.03%
+28.4%
Q2 2019$1,369,000
+41.7%
9,120
+36.4%
0.80%
+28.3%
Q1 2019$966,000
+81.2%
6,686
+59.8%
0.62%
+38.6%
Q4 2018$533,000
-20.3%
4,185
-6.3%
0.45%
-30.9%
Q3 2018$669,000
-5.1%
4,465
-11.1%
0.65%
-18.9%
Q2 2018$705,000
+29.4%
5,020
+25.7%
0.80%
+20.7%
Q1 2018$545,000
+1.9%
3,993
+2.4%
0.67%
-1.5%
Q4 2017$535,000
-45.9%
3,900
-48.9%
0.68%
-20.8%
Q3 2017$988,000
+73.3%
7,626
+66.3%
0.86%
+11.2%
Q2 2017$570,000
-6.6%
4,586
-13.3%
0.77%
-29.7%
Q4 2016$610,000
+50.2%
5,289
+45.1%
1.09%
+114.1%
Q3 2016$406,000
+42.0%
3,646
+44.1%
0.51%
+79.9%
Q2 2016$286,000
+14.4%
2,530
+5.9%
0.28%
-1.4%
Q1 2016$250,000
+5.0%
2,388
+4.8%
0.29%
+8.7%
Q4 2015$238,0002,2780.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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