Capital Asset Advisory Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,538 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.50 and the average weighting 2.6%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,873,319
+6.9%
13,273
+10.5%
0.20%
+4.8%
Q2 2023$2,688,926
+2.9%
12,007
-6.2%
0.19%
-3.1%
Q1 2023$2,612,034
-4.6%
12,798
-10.6%
0.19%
-11.0%
Q4 2022$2,736,985
-10.6%
14,316
-16.0%
0.22%
-45.2%
Q3 2022$3,060,000
-71.8%
17,051
-70.3%
0.40%
-66.7%
Q2 2022$10,837,000
-14.4%
57,455
+3.3%
1.19%
-11.3%
Q1 2022$12,658,000
-14.7%
55,597
-9.5%
1.35%
-14.5%
Q4 2021$14,835,000
+8.9%
61,444
+0.2%
1.57%
+3.8%
Q3 2021$13,619,000
-5.3%
61,331
-5.0%
1.52%
-3.9%
Q2 2021$14,386,000
+21.1%
64,565
+12.3%
1.58%
-10.9%
Q1 2021$11,882,000
+7.1%
57,488
+0.8%
1.77%
-10.2%
Q4 2020$11,099,000
+19.7%
57,023
+4.7%
1.97%
+1.6%
Q3 2020$9,276,000
+359.9%
54,464
+356.1%
1.94%
+348.5%
Q2 2020$2,017,000
+67.2%
11,941
+40.1%
0.43%
+35.3%
Q1 2020$1,206,000
-17.9%
8,523
-1.1%
0.32%
-7.2%
Q4 2019$1,469,000
+411.8%
8,621
+353.7%
0.34%
+80.6%
Q3 2019$287,000
+29.3%
1,900
+28.6%
0.19%
+11.7%
Q2 2019$222,000
-14.0%
1,478
-17.2%
0.17%
-48.8%
Q1 2019$258,000
-52.3%
1,785
-57.9%
0.33%
-35.4%
Q4 2018$541,000
-44.5%
4,242
-34.9%
0.52%
-37.1%
Q3 2018$975,000
+9.7%
6,515
+2.9%
0.82%
+2.6%
Q2 2018$889,000
+13.0%
6,333
+9.2%
0.80%
+10.0%
Q1 2018$787,000
+11.3%
5,799
+12.6%
0.73%
+13.6%
Q4 2017$707,000
-24.3%
5,150
-28.6%
0.64%
-24.2%
Q3 2017$934,000
-17.3%
7,215
-20.6%
0.85%
+16.7%
Q2 2017$1,129,000
-1.9%
9,083
-4.2%
0.72%
-12.9%
Q1 2017$1,151,000
+437.9%
9,484
+410.4%
0.83%
+357.1%
Q4 2016$214,0001,8580.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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