Cornerstone Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$942,468
+1.1%
4,437
+4.8%
0.16%
+0.6%
Q2 2023$932,229
+6.1%
4,232
-1.7%
0.16%
+3.8%
Q1 2023$878,654
-2.3%
4,305
-8.5%
0.16%
-10.7%
Q4 2022$899,744
+130.7%
4,706
+116.4%
0.18%
+103.4%
Q3 2022$390,000
-2.0%
2,175
+3.1%
0.09%
-4.4%
Q2 2022$398,000
-50.5%
2,110
-40.2%
0.09%
-26.0%
Q1 2022$804,000
-8.0%
3,530
-2.5%
0.12%
-2.4%
Q4 2021$874,000
+1.5%
3,619
-6.6%
0.13%
-11.9%
Q3 2021$861,000
-1.8%
3,875
-1.6%
0.14%
-3.4%
Q2 2021$877,000
+6.7%
3,937
-0.9%
0.15%
-5.1%
Q1 2021$822,000
+20.5%
3,973
+13.4%
0.16%
+13.0%
Q4 2020$682,000
+14.8%
3,503
+0.4%
0.14%
-0.7%
Q3 2020$594,000
+143.4%
3,488
+123.7%
0.14%
+117.2%
Q2 2020$244,000
-2.8%
1,559
+1.8%
0.06%
+23.1%
Q4 2019$251,000
+20.7%
1,532
+11.1%
0.05%
+15.6%
Q3 2019$208,000
+0.5%
1,379
+0.1%
0.04%0.0%
Q2 2019$207,000
-11.5%
1,378
-14.9%
0.04%
-11.8%
Q1 2019$234,0001,6200.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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