Peak Financial Management, Inc. - 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
Peak Financial Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,323,115
-3.8%
105,094
-0.3%
8.12%
-1.8%
Q2 2023$23,215,842
+6.1%
105,392
-1.7%
8.27%
+1.6%
Q1 2023$21,871,899
+5.9%
107,163
-0.8%
8.13%
+0.2%
Q4 2022$20,646,636
+2.1%
107,990
-4.2%
8.12%
-3.7%
Q3 2022$20,224,000
-6.8%
112,686
-2.0%
8.43%
+1.1%
Q2 2022$21,692,000
-18.0%
115,003
-1.0%
8.34%
-5.9%
Q1 2022$26,449,000
-7.0%
116,173
-1.4%
8.86%
-3.8%
Q4 2021$28,452,000
+4.6%
117,843
-3.7%
9.21%
+0.0%
Q3 2021$27,188,000
-0.8%
122,434
-0.5%
9.21%
-1.1%
Q2 2021$27,415,000
+6.4%
123,038
-1.3%
9.31%
-0.2%
Q1 2021$25,760,000
+2.3%
124,633
-3.7%
9.34%
-1.6%
Q4 2020$25,193,000
+13.4%
129,434
-0.7%
9.48%
-1.1%
Q3 2020$22,209,000
+8.2%
130,403
-0.6%
9.59%
-0.5%
Q2 2020$20,527,000
+16.5%
131,136
-4.1%
9.64%
+7.0%
Q1 2020$17,626,000
-62.4%
136,729
-52.2%
9.00%
-9.9%
Q4 2019$46,846,000
+6.5%
286,314
-1.7%
9.99%
+2.3%
Q3 2019$43,986,000
+101.9%
291,296
+100.7%
9.77%
-0.1%
Q2 2019$21,788,000
-49.0%
145,168
-50.8%
9.78%
-0.3%
Q1 2019$42,684,000
+121.8%
294,962
+95.6%
9.81%
+3.6%
Q4 2018$19,248,000
-57.4%
150,809
-50.0%
9.47%
-6.7%
Q3 2018$45,162,000
+108.7%
301,786
+95.8%
10.16%
+1.6%
Q2 2018$21,641,000
+1.9%
154,107
-1.5%
9.99%
-1.1%
Q1 2018$21,245,000
-58.0%
156,533
-57.6%
10.10%
+5.3%
Q4 2017$50,620,000
+1.2%
368,812
-4.5%
9.59%
-0.6%
Q3 2017$50,040,000
-0.4%
386,344
-4.3%
9.65%
-1.9%
Q2 2017$50,244,000
+96.8%
403,734
+91.8%
9.83%
-4.6%
Q1 2017$25,534,000
-47.8%
210,472
-50.3%
10.31%
-3.0%
Q4 2016$48,876,000
-10.0%
423,828
-13.1%
10.64%
-9.4%
Q3 2016$54,296,000
+104.8%
487,698
+97.2%
11.75%
-0.6%
Q2 2016$26,508,000
-6.5%
247,367
-9.0%
11.82%
-8.8%
Q4 2015$28,355,000271,86112.97%
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