Transform Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,534,573
-46.6%
21,348
-44.6%
0.48%
-37.4%
Q2 2023$8,493,479
+8.1%
38,558
+0.2%
0.76%
+3.0%
Q1 2023$7,855,344
+74.2%
38,488
+63.2%
0.74%
+46.4%
Q4 2022$4,509,564
+490.3%
23,587
+454.1%
0.51%
+411.1%
Q3 2022$764,000
-4.7%
4,257
+0.1%
0.10%
-16.8%
Q2 2022$802,000
-3.4%
4,253
+16.7%
0.12%
+28.0%
Q1 2022$830,000
-10.0%
3,645
-4.5%
0.09%
-3.1%
Q4 2021$922,000
+6.8%
3,817
-1.8%
0.10%
-3.0%
Q3 2021$863,000
-1.8%
3,887
-1.4%
0.10%
-7.5%
Q2 2021$879,000
+17.7%
3,944
+9.2%
0.11%
-28.7%
Q1 2021$747,000
-7.4%
3,613
-12.8%
0.15%
-11.2%
Q4 2020$807,000
-4.3%
4,145
-16.3%
0.17%
+24.3%
Q3 2020$843,000
+8.8%
4,9510.0%0.14%
+2.3%
Q2 2020$775,000
+23.4%
4,951
+1.6%
0.13%
-0.7%
Q1 2020$628,000
+78.9%
4,873
+126.9%
0.13%
+139.3%
Q4 2019$351,000
-5.1%
2,148
-12.3%
0.06%
-15.2%
Q3 2019$370,000
-16.1%
2,448
-16.7%
0.07%
+1.5%
Q2 2019$441,000
+55.8%
2,940
+50.3%
0.06%
+22.6%
Q1 2019$283,000
-29.8%
1,956
-38.0%
0.05%
-36.1%
Q4 2018$403,000
-14.6%
3,1560.0%0.08%
+1.2%
Q3 2018$472,000
+6.5%
3,1560.0%0.08%
+2.5%
Q2 2018$443,000
-4.9%
3,156
-8.1%
0.08%
-10.1%
Q1 2018$466,000
-12.1%
3,436
-11.0%
0.09%
-9.2%
Q4 2017$530,000
+6.0%
3,8600.0%0.10%
-44.0%
Q3 2017$500,000
+6.8%
3,8600.0%0.18%0.0%
Q1 2017$468,000
+5.2%
3,8600.0%0.18%
-1.1%
Q4 2016$445,000
-0.9%
3,860
-4.2%
0.18%
-8.3%
Q3 2016$449,000
+3.9%
4,0300.0%0.19%
+6.0%
Q2 2016$432,0004,0300.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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