Sowell Financial 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
Sowell Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,249,000
+12.1%
67,080
+16.2%
0.89%
+26.1%
Q2 2023$12,712,000
+85919.8%
57,710
-20.3%
0.71%
-37.8%
Q1 2023$14,778
-9.8%
72,407
-15.5%
1.14%
+7.4%
Q4 2022$16,384
-99.9%
85,692
+4.3%
1.06%
-28.6%
Q3 2022$14,744,000
-60.4%
82,151
-46.7%
1.49%
-30.4%
Q4 2021$37,236,000
+388.9%
154,224
+349.6%
2.14%
+315.4%
Q3 2021$7,617,000
-3.9%
34,302
-3.5%
0.51%
-2.1%
Q2 2021$7,923,000
-82.5%
35,556
-83.0%
0.52%
-66.7%
Q1 2021$45,279,000
+7.4%
208,745
-3.6%
1.58%
-12.5%
Q4 2020$42,164,000
+17.0%
216,624
+2.4%
1.80%
+0.1%
Q3 2020$36,038,000
+21.3%
211,603
+11.5%
1.80%
+10.2%
Q2 2020$29,714,000
+117.8%
189,832
+79.4%
1.63%
+61.7%
Q1 2020$13,642,000
+289.7%
105,828
+394.7%
1.01%
+278.3%
Q4 2019$3,501,000
+34.6%
21,394
+24.2%
0.27%
+24.2%
Q3 2019$2,602,000
+51.8%
17,232
+45.5%
0.22%
+12.6%
Q1 2019$1,714,000
+51.5%
11,845
+33.7%
0.19%
+19.4%
Q4 2018$1,131,0008,8580.16%
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