Shakespeare Wealth Management, 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
Shakespeare Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,566,125
-3.8%
12,081
-0.2%
0.90%
-1.5%
Q2 2023$2,667,591
+6.2%
12,110
-1.6%
0.91%
+2.4%
Q1 2023$2,511,655
+7.4%
12,306
+0.6%
0.89%
+4.0%
Q4 2022$2,338,063
+6.5%
12,2290.0%0.86%
-7.2%
Q3 2022$2,195,000
-5.4%
12,229
+0.2%
0.92%
-1.9%
Q2 2022$2,321,000
-17.5%
12,2000.0%0.94%
-6.8%
Q1 2022$2,812,000
-4.5%
12,2000.0%1.01%
-3.7%
Q4 2021$2,946,000
+6.0%
12,200
-1.2%
1.05%
-1.6%
Q3 2021$2,779,000
-1.6%
12,3440.0%1.07%
-1.9%
Q2 2021$2,825,000
+10.7%
12,344
-0.0%
1.09%
+3.6%
Q1 2021$2,552,000
+2.3%
12,348
-3.7%
1.05%
-3.3%
Q4 2020$2,495,000
+14.3%
12,8200.0%1.09%
-5.4%
Q3 2020$2,183,000
+8.8%
12,8200.0%1.15%
-2.0%
Q2 2020$2,007,000
+19.7%
12,820
-1.4%
1.17%
+1.0%
Q1 2020$1,677,000
-20.2%
13,007
+1.2%
1.16%
+1.9%
Q4 2019$2,102,000
+8.4%
12,8480.0%1.14%
+1.4%
Q3 2019$1,940,000
+0.6%
12,8480.0%1.12%
-9.8%
Q2 2019$1,928,000
+0.9%
12,848
-2.7%
1.24%
-13.1%
Q1 2019$1,910,000
+13.4%
13,1980.0%1.43%
+10.4%
Q4 2018$1,684,000
-14.7%
13,1980.0%1.30%
-14.8%
Q3 2018$1,975,000
+6.6%
13,1980.0%1.52%
-7.9%
Q2 2018$1,853,000
+3.5%
13,1980.0%1.65%
+6.6%
Q1 2018$1,791,000
-1.1%
13,1980.0%1.55%
-9.1%
Q4 2017$1,811,00013,1981.71%
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