Sugarloaf 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
Sugarloaf Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,270,226
+4.5%
5,980
+8.3%
0.32%
+12.6%
Q2 2023$1,215,957
+4.6%
5,520
-3.0%
0.28%
-0.3%
Q1 2023$1,162,125
+11.5%
5,693
+4.4%
0.29%
+9.2%
Q4 2022$1,042,693
-2.3%
5,454
-8.2%
0.26%
-4.0%
Q3 2022$1,067,000
+6.1%
5,943
+11.4%
0.27%
+8.3%
Q2 2022$1,006,000
-16.1%
5,334
+1.3%
0.25%
-11.3%
Q1 2022$1,199,000
-5.6%
5,268
+0.2%
0.28%
-5.6%
Q4 2021$1,270,000
+9.0%
5,259
+0.2%
0.30%
-1.6%
Q3 2021$1,165,000
-0.2%
5,248
+0.2%
0.31%
-3.8%
Q2 2021$1,167,000
+8.0%
5,239
+637.9%
0.32%
-1.5%
Q1 2021$1,081,000
+6.4%
710
-86.4%
0.32%
-5.0%
Q4 2020$1,016,000
+14.5%
5,219
+0.2%
0.34%
+5.3%
Q3 2020$887,000
+6.0%
5,207
-2.6%
0.32%
+0.6%
Q2 2020$837,000
+21.8%
5,346
+0.3%
0.32%
+4.2%
Q1 2020$687,000
-21.0%
5,332
+0.3%
0.31%
-16.8%
Q4 2019$870,0005,3180.37%
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