Strategic Wealth Partners Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Strategic Wealth Partners Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$52,708,857
+95833.7%
248,146
-0.5%
7.82%
-1.6%
Q2 2023$54,943
+8.6%
249,424
-0.2%
7.95%
-4.0%
Q1 2023$50,598
+9.8%
249,882
+3.6%
8.28%
-15.3%
Q4 2022$46,093
-99.9%
241,086
+0.5%
9.78%
-2.4%
Q3 2022$43,066,000
-3.8%
239,962
+1.1%
10.02%
+0.5%
Q2 2022$44,776,000
-10.6%
237,389
+8.0%
9.97%
+4.6%
Q1 2022$50,065,000
-6.2%
219,901
-0.5%
9.54%
+3.1%
Q4 2021$53,361,000
+9.4%
221,014
+0.6%
9.25%
-0.4%
Q3 2021$48,772,000
+6.3%
219,634
-1.1%
9.28%
+0.7%
Q1 2021$45,893,000
+6.9%
222,037
+0.6%
9.22%
+1.2%
Q4 2020$42,948,000
+17.3%
220,651
+2.6%
9.11%
+2.8%
Q3 2020$36,629,000
+7.3%
215,074
-1.4%
8.86%
+3.3%
Q2 2020$34,129,000
+10.8%
218,032
-8.7%
8.57%
-4.3%
Q1 2020$30,800,000
+25.4%
238,925
+59.2%
8.96%
+54.0%
Q4 2019$24,555,000
+6.8%
150,072
-1.4%
5.82%
-7.9%
Q3 2019$22,984,000
+1.1%
152,212
+0.5%
6.32%
-5.5%
Q2 2019$22,732,000
+20.4%
151,455
+16.1%
6.68%
+8.5%
Q1 2019$18,878,000
+6.2%
130,453
-6.4%
6.16%
-9.0%
Q4 2018$17,783,000
-96.3%
139,329
+7.5%
6.77%
-33.6%
Q3 2018$474,325,000
+20.4%
129,602
-0.8%
10.21%
+31.4%
Q2 2018$394,047,000
+234.9%
130,680
-49.1%
7.77%
+326.9%
Q1 2018$117,668,000
+611.2%
256,600
+112.9%
1.82%
-75.2%
Q4 2017$16,544,000
+6.5%
120,537
+0.5%
7.35%
+6.3%
Q3 2017$15,527,000
+5.2%
119,879
+1.0%
6.91%
-3.7%
Q2 2017$14,765,000
-47.5%
118,639
-48.8%
7.18%
+0.5%
Q1 2017$28,114,000
+117.1%
231,740
+106.3%
7.15%
+16.5%
Q4 2016$12,952,000
+8.1%
112,316
+4.4%
6.14%
-2.5%
Q3 2016$11,982,000
+6.6%
107,626
+2.6%
6.29%
-1.6%
Q2 2016$11,238,000104,8766.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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