MISSION WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$79,457,238
-7.4%
374,075
-3.9%
2.96%
-8.6%
Q2 2023$85,771,436
+6.1%
389,375
-1.7%
3.24%
-4.3%
Q1 2023$80,826,936
+6.3%
396,016
-0.4%
3.38%
-6.9%
Q4 2022$76,006,637
+9.4%
397,545
+2.7%
3.64%
-1.2%
Q3 2022$69,479,000
-5.1%
387,137
-0.2%
3.68%
-4.4%
Q2 2022$73,191,000
+9.1%
388,035
+31.7%
3.85%
+24.1%
Q1 2022$67,089,000
-12.2%
294,674
-6.9%
3.10%
-9.8%
Q4 2021$76,414,000
+6.2%
316,491
-2.3%
3.44%
-6.1%
Q3 2021$71,927,000
-4.8%
323,908
-4.4%
3.66%
-8.5%
Q2 2021$75,521,000
+2.6%
338,934
-4.8%
4.00%
-6.3%
Q1 2021$73,612,000
+0.1%
356,149
-5.7%
4.27%
-7.2%
Q4 2020$73,537,000
+7.9%
377,812
-5.6%
4.60%
-9.9%
Q3 2020$68,183,000
-1.0%
400,345
-9.1%
5.11%
-14.1%
Q2 2020$68,903,000
+20.4%
440,190
-0.8%
5.94%
-5.9%
Q1 2020$57,229,000
-27.2%
443,942
-7.6%
6.32%
-16.4%
Q4 2019$78,611,000
+13.9%
480,451
+5.1%
7.56%
+2.5%
Q3 2019$68,996,000
+7.1%
456,927
+6.4%
7.37%
+2.0%
Q2 2019$64,450,000
+8.8%
429,407
+4.9%
7.22%
+5.1%
Q1 2019$59,236,000
+18.2%
409,342
+4.3%
6.88%
+5.3%
Q4 2018$50,114,000
+12.0%
392,649
+31.3%
6.53%
+10.9%
Q3 2018$44,745,000
+12.8%
299,000
+5.8%
5.89%
+0.6%
Q2 2018$39,685,000
+10.1%
282,594
+6.4%
5.86%
+0.7%
Q1 2018$36,032,000
+35.1%
265,489
+36.6%
5.81%
+27.2%
Q4 2017$26,676,000
+10.4%
194,363
+4.1%
4.57%
+3.0%
Q3 2017$24,173,000
+4.2%
186,634
+0.1%
4.44%
+0.6%
Q2 2017$23,208,000
+5.1%
186,486
+2.5%
4.41%
+2.7%
Q1 2017$22,072,000
+12.7%
181,930
+7.1%
4.29%
+10.2%
Q4 2016$19,582,000
+15.2%
169,805
+11.2%
3.90%
-5.2%
Q3 2016$17,003,000
+2.5%
152,723
-1.3%
4.11%
-6.7%
Q2 2016$16,583,000
+24.5%
154,751
+21.8%
4.40%
+22.8%
Q1 2016$13,320,000
+17.8%
127,072
+17.3%
3.59%
+12.7%
Q4 2015$11,303,000
+29.1%
108,368
+22.2%
3.18%
+20.1%
Q3 2015$8,756,000
+59.0%
88,696
+72.8%
2.65%
+40.7%
Q2 2015$5,506,00051,3381.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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