Summit Financial Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,297,897
-5.0%
33,765
-3.2%
1.79%
+1.0%
Q2 2023$7,681,914
+18.3%
34,873
+9.6%
1.78%
+15.3%
Q1 2023$6,492,347
-3.0%
31,810
-9.2%
1.54%
-4.7%
Q4 2022$6,694,326
+1.6%
35,014
+1.5%
1.62%
-14.6%
Q3 2022$6,586,000
-15.7%
34,508
-12.4%
1.89%
+1.3%
Q2 2022$7,809,000
-14.7%
39,408
-1.9%
1.87%
+1.0%
Q1 2022$9,150,000
+18.9%
40,190
+26.6%
1.85%
+24.1%
Q4 2021$7,698,000
-9.8%
31,745
-17.4%
1.49%
-23.0%
Q3 2021$8,531,000
+0.2%
38,416
+0.5%
1.93%
+0.6%
Q2 2021$8,516,000
+8.8%
38,220
-5.0%
1.92%
-3.5%
Q1 2021$7,829,000
+14.6%
40,221
+0.3%
1.99%
+7.0%
Q4 2020$6,829,000
-0.8%
40,100
-1.7%
1.86%
+1.4%
Q3 2020$6,881,000
+6.1%
40,780
+0.8%
1.84%
+6.2%
Q2 2020$6,485,000
+17.6%
40,472
-3.1%
1.73%
-0.5%
Q1 2020$5,514,000
-20.6%
41,771
-1.0%
1.74%
+2.9%
Q4 2019$6,946,000
-11.9%
42,204
-19.4%
1.69%
-12.8%
Q3 2019$7,888,000
-5.6%
52,369
-5.9%
1.94%
-5.4%
Q2 2019$8,357,000
-1.4%
55,681
-3.6%
2.05%
-8.5%
Q1 2019$8,472,000
+68.1%
57,741
+46.2%
2.24%
+36.7%
Q4 2018$5,041,000
-15.1%
39,500
-6.4%
1.64%
-7.9%
Q3 2018$5,940,000
+7.4%
42,209
+3.5%
1.78%
-4.0%
Q2 2018$5,533,0000.0%40,7690.0%1.85%
+1.7%
Q1 2018$5,533,000
+248.6%
40,769
+252.5%
1.82%
+233.8%
Q4 2017$1,587,000
+1.3%
11,565
-4.4%
0.54%
-4.4%
Q3 2017$1,567,000
-16.6%
12,095
-19.9%
0.57%
-23.3%
Q2 2017$1,879,000
-47.7%
15,095
-49.0%
0.74%
-52.6%
Q1 2017$3,590,000
+4.6%
29,595
-0.6%
1.57%
+3.9%
Q4 2016$3,432,000
+4.3%
29,765
+0.7%
1.51%
+5.9%
Q3 2016$3,291,000
-50.4%
29,565
-52.3%
1.42%
-48.6%
Q2 2016$6,636,000
-29.8%
61,922
-31.3%
2.77%
-33.0%
Q1 2016$9,451,000
+5.1%
90,113
+4.6%
4.14%
+0.5%
Q4 2015$8,994,000
+27.4%
86,189
+20.6%
4.12%
-9.8%
Q3 2015$7,057,000
+34.5%
71,495
+45.8%
4.56%
+40.5%
Q2 2015$5,247,000
+1.8%
49,035
+3.4%
3.25%
-7.0%
Q1 2015$5,155,000
-8.1%
47,410
-10.4%
3.49%
-10.4%
Q4 2014$5,612,00052,9403.90%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders