StrategIQ Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,287,500
+15.6%
194,376
+19.8%
4.78%
+17.2%
Q2 2023$35,726,041
+7.9%
162,185
-0.0%
4.08%
+6.7%
Q1 2023$33,112,064
+4.9%
162,235
-1.7%
3.82%
+4.5%
Q4 2022$31,555,908
-5.3%
165,050
-11.1%
3.66%
-13.7%
Q3 2022$33,338,000
-6.9%
185,760
-2.1%
4.24%
-2.4%
Q2 2022$35,806,000
-10.3%
189,830
+8.3%
4.34%
+0.1%
Q1 2022$39,904,000
-5.6%
175,273
+0.1%
4.33%
+2.3%
Q4 2021$42,267,000
+620.4%
175,060
+562.6%
4.24%
+263.0%
Q3 2021$5,867,000
-2.6%
26,422
-2.2%
1.17%
-1.9%
Q2 2021$6,022,000
+5.5%
27,028
-2.1%
1.19%
-0.9%
Q1 2021$5,708,000
+4.1%
27,615
-1.9%
1.20%
-2.2%
Q4 2020$5,481,000
+10.9%
28,161
-3.0%
1.23%
-1.0%
Q3 2020$4,943,000
+8.1%
29,021
-0.7%
1.24%
+0.5%
Q2 2020$4,573,000
+21.4%
29,217
-0.0%
1.23%
+5.6%
Q1 2020$3,768,000
-23.2%
29,231
-2.6%
1.17%
-7.7%
Q4 2019$4,908,000
+7.8%
29,998
-0.5%
1.27%
-1.5%
Q3 2019$4,554,000
+0.2%
30,159
-0.4%
1.28%
-2.4%
Q2 2019$4,546,000
+2.7%
30,291
-1.0%
1.32%
-3.4%
Q1 2019$4,428,000
+12.2%
30,599
-1.0%
1.36%
+0.7%
Q4 2018$3,945,000
-16.6%
30,914
-2.2%
1.35%
-9.8%
Q3 2018$4,729,000
+4.0%
31,598
-2.4%
1.50%
-4.6%
Q2 2018$4,545,000
+5.0%
32,361
+1.5%
1.57%
-8.3%
Q1 2018$4,329,000
+2.4%
31,895
+3.6%
1.72%
+4.3%
Q4 2017$4,226,000
-43.8%
30,790
-47.0%
1.64%
-45.6%
Q3 2017$7,521,000
-10.1%
58,072
-13.6%
3.02%
-14.8%
Q2 2017$8,366,000
+1.1%
67,220
-1.5%
3.55%
-5.3%
Q1 2017$8,276,000
+5.3%
68,213
+0.1%
3.75%
-4.4%
Q4 2016$7,860,000
+2.3%
68,157
-1.3%
3.93%
-7.0%
Q3 2016$7,685,000
+2.9%
69,026
-0.9%
4.22%
-3.5%
Q2 2016$7,465,000
+7.4%
69,661
+5.1%
4.38%
-32.6%
Q1 2016$6,950,000
+1.8%
66,303
+1.3%
6.49%
-7.2%
Q4 2015$6,830,00065,4806.99%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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