Sharkey, Howes & Javer - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
Sharkey, Howes & Javer ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,856,091
-5.2%
18,154
-1.7%
0.74%
-4.0%
Q2 2023$4,069,673
+247.1%
18,475
+221.6%
0.77%
+206.8%
Q1 2023$1,172,350
-3.0%
5,744
-9.1%
0.25%
-9.4%
Q4 2022$1,208,703
-81.9%
6,322
-83.0%
0.28%
-81.0%
Q3 2022$6,674,000
+1040.9%
37,186
+1099.5%
1.46%
+924.6%
Q2 2022$585,000
-17.1%
3,1000.0%0.14%
-12.3%
Q1 2022$706,000
-5.6%
3,1000.0%0.16%
-4.1%
Q4 2021$748,000
+8.7%
3,1000.0%0.17%
-5.1%
Q3 2021$688,000
-0.4%
3,1000.0%0.18%
-2.7%
Q2 2021$691,000
+7.8%
3,1000.0%0.18%
-8.5%
Q1 2021$641,000
+6.3%
3,1000.0%0.20%
-0.5%
Q4 2020$603,000
+14.2%
3,1000.0%0.20%0.0%
Q3 2020$528,000
+8.9%
3,1000.0%0.20%
-6.1%
Q2 2020$485,000
+21.2%
3,1000.0%0.21%
+2.4%
Q1 2020$400,000
-5.9%
3,100
+19.2%
0.21%
+16.1%
Q4 2019$425,000
+8.1%
2,6000.0%0.18%
+6.5%
Q3 2019$393,000
+0.8%
2,6000.0%0.17%
-4.5%
Q2 2019$390,000
+3.7%
2,6000.0%0.18%
+1.1%
Q1 2019$376,000
+40.3%
2,600
+23.8%
0.18%0.0%
Q4 2018$268,000
+19.6%
2,100
+40.0%
0.18%
+49.6%
Q3 2018$224,0001,5000.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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