PERSONAL CFO SOLUTIONS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,079,592
+19.1%
5,082
+23.5%
0.21%
+15.8%
Q2 2023$906,657
+22.9%
4,116
+13.9%
0.18%
+21.1%
Q1 2023$737,685
-18.4%
3,614
-17.8%
0.15%
-20.4%
Q4 2022$904,333
+185.3%
4,397
+148.6%
0.19%
+138.8%
Q3 2022$317,000
+12.4%
1,769
+18.5%
0.08%
+21.2%
Q2 2022$282,000
-8.1%
1,493
+10.8%
0.07%
+8.2%
Q1 2022$307,000
+2.3%
1,347
+8.5%
0.06%
+8.9%
Q4 2021$300,000
+8.3%
1,241
-0.4%
0.06%
-1.8%
Q3 2021$277,000
-13.2%
1,246
-13.0%
0.06%
-12.3%
Q2 2021$319,000
+11.1%
1,433
+3.2%
0.06%
+4.8%
Q1 2021$287,000
+13.9%
1,389
+7.3%
0.06%0.0%
Q4 2020$252,0001,2950.0%0.06%
Q3 2020$0
-100.0%
1,2950.0%0.00%
-100.0%
Q2 2020$203,0001,2950.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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