Pensionmark Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,458,597
+8.8%
6,867
+12.9%
0.29%
+11.6%
Q2 2023$1,340,494
+64.9%
6,085
+52.8%
0.26%
+53.3%
Q1 2023$812,995
+7.9%
3,983
+1.0%
0.17%
-2.3%
Q4 2022$753,681
-7.2%
3,942
-12.8%
0.17%
-10.4%
Q3 2022$812,000
-13.6%
4,523
+0.1%
0.19%
-2.0%
Q2 2022$940,000
-12.0%
4,520
-3.6%
0.20%
-11.3%
Q1 2022$1,068,000
-0.7%
4,690
-0.9%
0.22%
-1.3%
Q4 2021$1,076,000
+2.5%
4,732
+0.1%
0.22%
-5.5%
Q3 2021$1,050,000
-7.4%
4,729
-7.1%
0.24%
-8.1%
Q2 2021$1,134,000
+5.0%
5,091
-0.1%
0.26%
-0.4%
Q1 2021$1,080,000
+3.3%
5,095
+1.2%
0.26%
-1.9%
Q4 2020$1,045,000
+17.0%
5,035
-3.9%
0.26%
-13.4%
Q3 2020$893,000
+11.2%
5,242
+11.8%
0.31%
+8.9%
Q2 2020$803,000
+44.9%
4,689
+9.1%
0.28%
+9.3%
Q1 2020$554,000
-22.1%
4,298
-1.1%
0.26%
-7.2%
Q4 2019$711,000
+9.2%
4,347
+0.8%
0.28%
-0.7%
Q3 2019$651,000
+5.9%
4,311
+4.8%
0.28%
+3.0%
Q2 2019$615,000
+34.6%
4,112
+30.3%
0.27%
+30.3%
Q1 2019$457,000
+1.8%
3,155
-0.9%
0.21%
+3.5%
Q4 2018$449,0003,1850.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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