WEALTHSOURCE PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,639,890
-4.1%
12,428
-0.5%
0.18%
-0.6%
Q2 2023$2,752,397
+20.9%
12,495
+12.0%
0.18%
+17.5%
Q1 2023$2,277,120
+17.0%
11,157
+9.6%
0.15%
+11.6%
Q4 2022$1,946,064
+3.8%
10,179
-2.5%
0.14%
-0.7%
Q3 2022$1,874,000
-7.0%
10,442
-2.3%
0.14%
-5.4%
Q2 2022$2,016,000
-41.7%
10,687
-29.6%
0.15%
-36.9%
Q1 2022$3,458,000
+0.9%
15,187
+7.0%
0.23%
-15.0%
Q4 2021$3,428,000
+22.8%
14,199
+13.0%
0.27%
+12.3%
Q3 2021$2,791,000
+21.6%
12,568
+22.0%
0.24%
+19.6%
Q2 2021$2,296,000
+38.1%
10,303
+28.1%
0.20%
+22.9%
Q1 2021$1,663,000
+40.2%
8,046
+32.1%
0.17%
+20.3%
Q4 2020$1,186,000
+25.0%
6,091
+9.3%
0.14%
+8.7%
Q3 2020$949,000
+8.8%
5,5740.0%0.13%
+1.6%
Q2 2020$872,000
+1.9%
5,574
-16.0%
0.12%
-7.4%
Q1 2020$856,000
-28.0%
6,638
-8.7%
0.14%
-13.5%
Q4 2019$1,189,000
-4.6%
7,269
-11.9%
0.16%
-16.6%
Q3 2019$1,246,000
+0.2%
8,249
-0.4%
0.19%
-4.6%
Q2 2019$1,243,000
+220.4%
8,281
+209.2%
0.20%
+122.7%
Q1 2019$388,000
-27.6%
2,678
-36.3%
0.09%
-42.9%
Q4 2018$536,000
+113.5%
4,203
+150.3%
0.15%
+133.3%
Q3 2018$251,000
-18.2%
1,679
-23.1%
0.07%
-23.3%
Q2 2018$307,000
-91.0%
2,184
-92.2%
0.09%
-84.9%
Q1 2018$3,410,000
+103.2%
28,104
+129.9%
0.57%
+9.8%
Q4 2017$1,678,000
-49.8%
12,227
-52.6%
0.52%
-53.0%
Q3 2017$3,342,000
+1.2%
25,800
-2.8%
1.10%
-1.9%
Q2 2017$3,302,000
-2.7%
26,535
-5.1%
1.13%
-10.0%
Q1 2017$3,392,000
+6.0%
27,955
+0.8%
1.25%
-7.1%
Q4 2016$3,200,000
-8.1%
27,745
-11.3%
1.35%
+6.1%
Q3 2016$3,481,000
+2.6%
31,268
-1.2%
1.27%
+0.4%
Q2 2016$3,392,000
+8.8%
31,656
+6.4%
1.26%
-0.6%
Q1 2016$3,118,00029,7441.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders