NORTHWEST 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
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,560,430
-4.5%
82,672
-1.0%
6.32%
-5.2%
Q2 2023$18,397,010
+13.4%
83,516
+5.0%
6.67%
+7.7%
Q1 2023$16,228,395
+15.5%
79,512
+8.2%
6.20%
+3.0%
Q4 2022$14,050,839
-1.7%
73,491
-7.7%
6.01%
-4.8%
Q3 2022$14,292,000
-5.1%
79,633
-0.3%
6.32%
-3.3%
Q2 2022$15,063,000
-10.2%
79,860
+8.4%
6.53%
-20.5%
Q1 2022$16,774,000
+21.5%
73,678
+28.9%
8.22%
+28.1%
Q4 2021$13,802,000
+7.8%
57,167
-0.8%
6.42%
+1.0%
Q3 2021$12,803,000
-3.3%
57,656
-2.9%
6.36%
-9.3%
Q2 2021$13,237,000
+5.5%
59,405
-2.1%
7.01%
-11.0%
Q1 2021$12,546,000
+5.6%
60,699
-0.5%
7.87%
-4.0%
Q4 2020$11,879,000
+8.6%
61,032
-5.0%
8.20%
-9.6%
Q3 2020$10,937,000
+1.7%
64,219
-6.5%
9.07%
-3.3%
Q2 2020$10,750,000
+20.7%
68,679
-0.6%
9.38%
+4.1%
Q1 2020$8,903,000
+45.3%
69,063
+84.4%
9.01%
+60.4%
Q4 2019$6,129,000
-2.1%
37,461
-9.6%
5.62%
+9.3%
Q3 2019$6,259,000
-8.6%
41,449
-9.1%
5.14%
-7.0%
Q2 2019$6,847,000
+5.0%
45,617
+1.3%
5.52%
+12.4%
Q1 2019$6,520,000
+18.6%
45,052
+4.6%
4.92%
+5.6%
Q4 2018$5,497,000
-17.9%
43,071
-3.7%
4.65%
-7.1%
Q3 2018$6,694,000
+4.8%
44,730
-1.6%
5.01%
+4.4%
Q2 2018$6,385,000
+0.1%
45,464
-3.3%
4.80%
+1.3%
Q1 2018$6,378,000
-1.2%
46,999
-0.1%
4.74%
-9.9%
Q4 2017$6,457,000
+11.6%
47,045
+5.3%
5.26%
-35.0%
Q3 2017$5,787,000
+8.7%
44,678
+4.4%
8.10%
+66.5%
Q2 2017$5,326,000
-0.1%
42,793
-2.6%
4.86%
-1.4%
Q1 2017$5,329,000
+10.5%
43,924
+5.1%
4.93%
+0.4%
Q4 2016$4,821,00041,8054.91%
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