Pinnacle Wealth Management Advisory Group, 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
Pinnacle Wealth Management Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,996,485
+2.4%
89,433
+6.2%
2.46%
+6.7%
Q2 2023$18,547,788
+12.8%
84,201
+4.5%
2.31%
+3.9%
Q1 2023$16,440,831
+14.8%
80,553
+7.6%
2.22%
+3.2%
Q4 2022$14,315,250
+15.3%
74,874
+8.3%
2.15%
+4.3%
Q3 2022$12,411,000
-10.8%
69,156
-6.3%
2.06%
-8.1%
Q2 2022$13,917,000
-10.3%
73,785
+8.3%
2.24%
+0.4%
Q1 2022$15,511,000
+42.4%
68,129
+51.0%
2.24%
+25.5%
Q4 2021$10,892,000
+13.2%
45,112
+4.1%
1.78%
-20.9%
Q3 2021$9,625,000
-9.1%
43,345
-8.7%
2.25%
-9.2%
Q2 2021$10,584,000
+13.7%
47,501
+5.5%
2.48%
-5.1%
Q1 2021$9,307,000
+15.7%
45,030
+9.0%
2.61%
+6.7%
Q4 2020$8,044,000
+18.9%
41,330
+4.1%
2.45%
+4.1%
Q3 2020$6,764,000
+0.9%
39,716
-7.2%
2.35%
-5.4%
Q2 2020$6,702,000
+6.1%
42,814
-12.6%
2.49%
-18.8%
Q1 2020$6,315,000
+30.7%
48,990
+65.8%
3.06%
+69.6%
Q4 2019$4,833,000
+9.2%
29,539
+0.8%
1.81%
-2.5%
Q3 2019$4,424,000
+5.2%
29,299
+4.6%
1.85%
+3.6%
Q2 2019$4,205,000
-8.7%
28,019
-12.0%
1.79%
-14.0%
Q1 2019$4,606,000
+34.8%
31,829
+18.9%
2.08%
+12.3%
Q4 2018$3,416,000
+86.2%
26,768
+118.3%
1.85%
+104.4%
Q3 2018$1,835,000
-14.5%
12,263
-19.8%
0.91%
-21.6%
Q2 2018$2,147,000
+6.1%
15,288
+2.5%
1.16%
+0.8%
Q1 2018$2,023,000
+6.8%
14,909
+8.0%
1.15%
+9.5%
Q4 2017$1,894,000
+28.1%
13,803
+21.0%
1.05%
+21.7%
Q3 2017$1,478,000
-1.2%
11,409
-5.1%
0.86%
-7.1%
Q2 2017$1,496,000
+0.9%
12,019
-1.7%
0.93%
-9.7%
Q1 2017$1,483,000
+2.8%
12,226
-2.3%
1.02%
-1.1%
Q4 2016$1,443,000
+23.4%
12,510
+19.2%
1.04%
+16.9%
Q3 2016$1,169,000
+3.3%
10,498
-0.6%
0.89%
-1.2%
Q2 2016$1,132,000
+9.0%
10,565
+6.6%
0.90%
-2.8%
Q1 2016$1,039,000
+44.7%
9,908
+43.9%
0.92%
+40.9%
Q4 2015$718,000
+15.4%
6,886
+9.3%
0.66%
+9.2%
Q3 2015$622,000
+18.0%
6,302
+28.0%
0.60%
+23.0%
Q2 2015$527,000
+9.3%
4,922
+9.5%
0.49%
+13.0%
Q1 2015$482,000
+38.9%
4,497
+37.4%
0.43%
+33.7%
Q4 2014$347,0003,2720.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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