Wealthcare Advisory Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$87,541,535
-7.0%
412,135
-3.6%
4.02%
-4.5%
Q2 2023$94,163,764
+13.4%
427,473
+5.1%
4.21%
+18.0%
Q1 2023$83,048,231
+4.6%
406,900
-2.0%
3.57%
-5.9%
Q4 2022$79,389,604
+14.4%
415,239
+7.4%
3.79%
-4.2%
Q3 2022$69,415,000
+10.9%
386,778
+16.5%
3.96%
+4.5%
Q2 2022$62,609,000
-10.9%
331,930
+7.6%
3.79%
-11.2%
Q1 2022$70,239,000
+11.8%
308,511
+18.6%
4.27%
+13.5%
Q4 2021$62,815,000
+8.1%
260,169
-0.6%
3.76%
-1.1%
Q3 2021$58,122,000
+9.8%
261,741
+10.2%
3.80%
+7.3%
Q2 2021$52,934,000
+10.8%
237,566
+2.8%
3.54%
+2.4%
Q1 2021$47,780,000
+17.2%
231,169
+10.4%
3.46%
-4.4%
Q4 2020$40,761,000
+39.6%
209,417
+22.2%
3.62%
+13.1%
Q3 2020$29,195,000
+6.6%
171,423
-2.0%
3.20%
-6.2%
Q2 2020$27,386,000
+19.8%
174,957
-1.3%
3.41%
+1.9%
Q1 2020$22,861,000
-49.4%
177,341
-35.8%
3.35%
-41.7%
Q4 2019$45,217,000
+25.0%
276,351
+15.4%
5.75%
+9.5%
Q3 2019$36,169,000
+13.1%
239,529
+12.4%
5.25%
+3.6%
Q2 2019$31,980,000
+11.7%
213,073
+7.7%
5.07%
+3.7%
Q1 2019$28,636,000
+17.7%
197,886
+3.8%
4.88%
+3.4%
Q4 2018$24,333,000
-6.1%
190,649
+10.1%
4.72%
-0.8%
Q3 2018$25,924,000
+5.8%
173,231
-0.8%
4.76%
-0.9%
Q2 2018$24,514,000
+9.1%
174,562
+5.4%
4.80%
-5.4%
Q1 2018$22,478,000
+5.7%
165,623
+6.9%
5.08%
-7.1%
Q4 2017$21,268,000
+9.8%
154,956
+3.6%
5.47%
-5.0%
Q3 2017$19,368,000
+22.9%
149,533
+18.1%
5.76%
-24.8%
Q2 2017$15,757,000
+4.0%
126,610
+1.3%
7.66%
-7.5%
Q1 2017$15,156,000
+5.2%
124,929
+0.0%
8.27%
-2.9%
Q4 2016$14,404,000
+4.8%
124,903
+1.1%
8.52%
-4.6%
Q3 2016$13,750,000
+8.6%
123,503
+4.5%
8.93%
+0.2%
Q2 2016$12,661,000118,1528.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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