Connecticut Wealth Management, 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
Connecticut Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,628,315
-4.9%
87,700
-1.3%
1.27%
-6.5%
Q2 2023$19,579,502
+9.5%
88,885
+1.4%
1.36%
+0.7%
Q1 2023$17,887,569
+106.7%
87,641
+93.7%
1.35%
+84.2%
Q4 2022$8,651,910
+5.6%
45,253
-0.9%
0.73%
-3.9%
Q3 2022$8,195,000
-4.9%
45,660
-0.1%
0.76%
+1.3%
Q2 2022$8,619,000
-17.4%
45,695
-0.3%
0.75%
-5.5%
Q1 2022$10,436,000
-5.2%
45,840
+0.6%
0.80%
-6.6%
Q4 2021$11,005,000
+7.8%
45,583
-0.8%
0.85%
-4.0%
Q3 2021$10,208,000
-0.1%
45,971
+0.2%
0.89%
-1.1%
Q2 2021$10,221,000
+1.8%
45,873
-8.8%
0.90%
-1.7%
Q1 2021$10,040,000
+8.7%
50,319
+5.7%
0.92%
-6.5%
Q4 2020$9,233,000
+13.0%
47,609
-0.7%
0.98%
+8.8%
Q3 2020$8,168,000
+1.4%
47,959
-7.1%
0.90%
-9.9%
Q2 2020$8,056,000
+22.1%
51,600
+0.8%
1.00%
+1.4%
Q1 2020$6,599,000
-21.9%
51,194
-0.9%
0.99%
+6.0%
Q4 2019$8,450,000
+4.1%
51,646
-4.0%
0.93%
-7.1%
Q3 2019$8,121,000
+0.3%
53,783
-0.3%
1.00%
+0.1%
Q2 2019$8,100,000
+100.5%
53,968
+93.3%
1.00%
-27.7%
Q1 2019$4,040,000
+13.6%
27,920
+0.2%
1.38%
-10.4%
Q4 2018$3,555,000
-14.1%
27,857
+0.9%
1.54%
-15.6%
Q3 2018$4,139,000
+4.2%
27,615
-2.2%
1.83%
-3.7%
Q2 2018$3,974,000
+6.7%
28,229
+0.5%
1.90%
-9.9%
Q1 2018$3,725,000
-11.9%
28,082
-6.6%
2.11%
-7.0%
Q4 2017$4,230,000
+7.7%
30,063
+0.3%
2.27%
-1.7%
Q3 2017$3,926,000
-4.2%
29,987
-8.9%
2.31%
-7.5%
Q2 2017$4,100,000
+3.9%
32,901
+0.6%
2.49%
+3.9%
Q1 2017$3,946,000
+4.2%
32,721
+1.3%
2.40%
-0.5%
Q4 2016$3,787,000
+6.5%
32,301
+0.4%
2.41%
-5.5%
Q3 2016$3,555,00032,1782.55%
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