BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$2,074,447
+5.6%
9,417
-2.2%
0.21%
+3.0%
Q1 2023$1,965,114
-5.1%
9,628
-11.1%
0.20%
-9.8%
Q4 2022$2,071,168
+19.1%
10,833
+11.8%
0.22%
+7.7%
Q3 2022$1,739,000
-4.8%
9,6890.0%0.21%
-0.5%
Q2 2022$1,827,000
-17.2%
9,6890.0%0.21%
-11.4%
Q1 2022$2,206,000
-5.6%
9,689
+0.1%
0.24%
-3.3%
Q4 2021$2,337,000
+7.7%
9,681
-0.9%
0.24%
-0.8%
Q3 2021$2,170,000
-0.3%
9,7720.0%0.25%
-4.7%
Q2 2021$2,177,000
+15.9%
9,772
+7.6%
0.26%
+7.1%
Q1 2021$1,878,000
+170.2%
9,086
+154.3%
0.24%
+145.9%
Q4 2020$695,000
+14.3%
3,573
+0.0%
0.10%
+2.1%
Q3 2020$608,000
-32.3%
3,572
-37.7%
0.10%
-37.7%
Q2 2020$898,000
+54.6%
5,737
+27.3%
0.15%
+29.4%
Q1 2020$581,000
-37.1%
4,505
-20.2%
0.12%
-27.4%
Q4 2019$923,000
+54.6%
5,643
+42.8%
0.16%
+39.0%
Q3 2019$597,000
+0.7%
3,951
+0.0%
0.12%
+0.9%
Q2 2019$593,000
+3.7%
3,9500.0%0.12%0.0%
Q1 2019$572,000
+13.0%
3,950
-0.4%
0.12%
-0.8%
Q4 2018$506,000
-14.4%
3,965
+0.5%
0.12%
-7.1%
Q3 2018$591,000
+6.7%
3,9460.0%0.13%
+2.4%
Q2 2018$554,000
+3.4%
3,946
-0.0%
0.12%
-15.6%
Q1 2018$536,000
-4.3%
3,947
-3.3%
0.15%
+10.5%
Q4 2017$560,000
+17.4%
4,082
+10.9%
0.13%
+11.8%
Q3 2017$477,000
+4.1%
3,681
+0.0%
0.12%
-8.5%
Q2 2017$458,000
+1.3%
3,680
-1.2%
0.13%
-3.0%
Q1 2017$452,000
+2.7%
3,724
-2.4%
0.13%
-8.8%
Q4 2016$440,000
+8.9%
3,815
+5.1%
0.15%
+5.0%
Q3 2016$404,000
-44.8%
3,629
-47.5%
0.14%
-23.5%
Q2 2016$732,000
+102.2%
6,910
+100.0%
0.18%
-15.7%
Q1 2016$362,0003,4550.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders