Wealthquest Corp - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,040,634
-4.8%
4,899
-1.3%
0.13%
-2.3%
Q2 2023$1,093,289
+7.9%
4,9630.0%0.13%0.0%
Q1 2023$1,012,984
+7.8%
4,963
+1.0%
0.13%
+8.3%
Q4 2022$939,733
+6.1%
4,915
-0.5%
0.12%
-2.4%
Q3 2022$886,000
-4.9%
4,9410.0%0.12%
-12.1%
Q2 2022$932,000
-60.1%
4,941
-49.0%
0.14%
-60.7%
Q1 2022$2,337,0000.0%9,6800.0%0.36%0.0%
Q4 2021$2,337,000
+2.4%
9,680
-5.9%
0.36%
-6.8%
Q3 2021$2,283,000
+93.5%
10,284
+94.1%
0.38%
+90.6%
Q2 2021$1,180,000
+9.5%
5,299
+1.5%
0.20%
+0.5%
Q1 2021$1,078,000
+7.2%
5,219
+0.9%
0.20%
-6.5%
Q4 2020$1,006,000
+14.3%
5,172
+0.0%
0.22%
-1.4%
Q3 2020$880,000
+8.8%
5,170
+0.0%
0.22%
+5.8%
Q2 2020$809,000
-24.0%
5,169
-20.6%
0.21%
-32.5%
Q4 2019$1,064,000
+82.2%
6,507
+68.1%
0.30%
+56.4%
Q3 2019$584,000
+6.8%
3,871
+6.2%
0.20%
-5.8%
Q2 2019$547,000
+3.8%
3,646
+0.1%
0.21%
+4.0%
Q1 2019$527,000
+13.6%
3,644
+0.0%
0.20%
+4.7%
Q4 2018$464,0003,6430.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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