Sugarloaf 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
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 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