KWMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,008,959
-5.6%
23,582
-2.1%
0.63%
-4.1%
Q2 2023$5,303,684
+43.7%
24,077
+33.2%
0.66%
+31.9%
Q1 2023$3,690,427
+3.8%
18,081
-2.8%
0.50%
-1.4%
Q4 2022$3,555,205
+5.0%
18,595
-1.5%
0.50%
-3.1%
Q3 2022$3,386,000
-5.0%
18,869
-0.1%
0.52%
-3.0%
Q2 2022$3,563,000
-18.3%
18,891
-1.3%
0.54%
-10.2%
Q1 2022$4,359,000
-3.1%
19,145
+2.7%
0.60%
-1.8%
Q4 2021$4,500,000
+12.2%
18,640
+3.2%
0.61%
+4.1%
Q3 2021$4,010,000
+0.7%
18,060
+1.2%
0.58%
-2.0%
Q2 2021$3,984,000
+8.5%
17,849
+0.5%
0.60%
+2.1%
Q1 2021$3,671,000
+5.8%
17,763
-0.4%
0.58%
-5.6%
Q4 2020$3,470,000
-10.9%
17,830
-22.1%
0.62%
-21.3%
Q3 2020$3,896,000
+10.4%
22,878
+1.5%
0.79%
+3.3%
Q2 2020$3,529,000
+13.7%
22,548
-6.4%
0.76%
-8.1%
Q1 2020$3,105,000
+1.3%
24,090
+28.7%
0.83%
+23.5%
Q4 2019$3,064,000
+31.1%
18,725
+20.9%
0.67%
+19.8%
Q3 2019$2,338,000
-12.5%
15,482
-13.1%
0.56%
-12.9%
Q2 2019$2,673,000
+4.7%
17,808
+0.9%
0.64%
+1.7%
Q1 2019$2,554,000
-41.2%
17,646
-48.2%
0.63%
-46.7%
Q4 2018$4,344,000
-26.7%
34,038
-14.1%
1.19%
-21.6%
Q3 2018$5,928,000
+2.6%
39,613
-3.7%
1.52%
-4.1%
Q2 2018$5,778,000
+2.0%
41,143
-1.4%
1.58%
-5.2%
Q1 2018$5,664,000
-0.4%
41,736
+0.8%
1.67%
-2.6%
Q4 2017$5,685,000
+8.6%
41,423
+2.5%
1.71%
-0.8%
Q3 2017$5,235,000
+3.2%
40,418
-0.8%
1.73%
-3.8%
Q2 2017$5,073,000
+3.8%
40,763
+1.2%
1.79%
-4.9%
Q1 2017$4,887,000
-8.7%
40,280
-13.3%
1.89%
-19.0%
Q4 2016$5,355,000
-14.2%
46,436
-17.1%
2.33%
-23.2%
Q3 2016$6,238,000
+3.2%
56,029
-0.7%
3.03%
-7.3%
Q2 2016$6,047,000
+5.6%
56,430
+3.3%
3.27%
-3.0%
Q1 2016$5,729,000
+1.6%
54,653
+1.1%
3.37%
-11.5%
Q4 2015$5,639,000
+6.7%
54,069
+1.0%
3.81%
-4.3%
Q3 2015$5,287,000
-4.9%
53,552
+3.1%
3.98%
-2.2%
Q2 2015$5,560,000
+2.5%
51,955
+4.8%
4.07%
-6.0%
Q1 2015$5,426,000
+3.5%
49,573
+0.1%
4.33%
-0.9%
Q4 2014$5,240,00049,5264.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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