WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$133,506,983
+136.4%
628,534
+145.2%
0.44%
-27.9%
Q2 2023$56,463,942
+726.8%
256,328
+666.1%
0.61%
+661.2%
Q1 2023$6,829,348
-85.9%
33,461
-86.1%
0.08%
-87.2%
Q4 2022$48,545,468
-35.1%
241,268
-41.1%
0.62%
-41.6%
Q3 2022$74,767,000
-7.6%
409,947
-1.4%
1.07%
-5.2%
Q2 2022$80,950,000
-16.4%
415,944
-0.9%
1.13%
-13.5%
Q1 2022$96,782,000
+0.5%
419,849
-1.7%
1.30%
-5.6%
Q4 2021$96,329,000
-2.4%
427,068
+1.9%
1.38%
-5.0%
Q3 2021$98,743,000
-0.8%
418,919
-5.6%
1.46%
-9.2%
Q2 2021$99,496,000
+5.9%
443,881
+0.1%
1.60%
-6.0%
Q1 2021$93,948,000
+8055.2%
443,571
+7490.2%
1.71%
+6461.5%
Q4 2020$1,152,000
+8.8%
5,844
-0.7%
0.03%
-7.1%
Q3 2020$1,059,000
+8.8%
5,886
+0.3%
0.03%0.0%
Q2 2020$973,000
+15.8%
5,868
+0.3%
0.03%
-6.7%
Q1 2020$840,000
-5.0%
5,848
+8.4%
0.03%
-3.2%
Q4 2019$884,000
+9.3%
5,397
+0.4%
0.03%
-6.1%
Q3 2019$809,000
-1.9%
5,373
+0.4%
0.03%
-8.3%
Q2 2019$825,000
+3.1%
5,353
+0.3%
0.04%
-20.0%
Q1 2019$800,000
+11.6%
5,337
+1.7%
0.04%0.0%
Q4 2018$717,000
-15.5%
5,249
-16.2%
0.04%
-11.8%
Q3 2018$849,000
+200.0%
6,264
+219.4%
0.05%
+200.0%
Q2 2018$283,0001,9610.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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