Orgel Wealth Management, 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
Orgel Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$551,204
+25.7%
2,595
+30.4%
0.02%
+35.7%
Q2 2023$438,358
+13.8%
1,990
+5.5%
0.01%0.0%
Q1 2023$385,137
-8.9%
1,887
-14.7%
0.01%
-12.5%
Q4 2022$422,912
+4.7%
2,212
-1.8%
0.02%
-20.0%
Q3 2022$404,000
-1.7%
2,252
+3.4%
0.02%
-13.0%
Q2 2022$411,000
-27.0%
2,177
-12.0%
0.02%
-41.0%
Q1 2022$563,000
+8.1%
2,474
+14.6%
0.04%
-22.0%
Q4 2021$521,000
+22.3%
2,158
+12.5%
0.05%
+4.2%
Q3 2021$426,000
+11.2%
1,918
+11.4%
0.05%0.0%
Q2 2021$383,000
+17.1%
1,721
+8.9%
0.05%
+4.3%
Q1 2021$327,000
+7.9%
1,580
+1.5%
0.05%
-25.8%
Q4 2020$303,000
+18.4%
1,556
+3.3%
0.06%
-12.7%
Q3 2020$256,000
-46.1%
1,506
-50.4%
0.07%
-60.3%
Q2 2020$475,000
+31.2%
3,036
+8.0%
0.18%
+24.3%
Q1 2020$362,000
-25.8%
2,810
-5.8%
0.14%
+7.5%
Q4 2019$488,000
+44.0%
2,982
+32.9%
0.13%
+5.5%
Q3 2019$339,000
+3.0%
2,243
+2.4%
0.13%
-0.8%
Q2 2019$329,000
+26.5%
2,191
+22.0%
0.13%
+45.5%
Q1 2019$260,0001,7960.09%
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