CONCENTRIC 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
CONCENTRIC WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,644,581
-3.4%
7,742
+0.1%
0.54%0.0%
Q2 2023$1,703,247
+5.0%
7,732
-2.7%
0.54%
+0.9%
Q1 2023$1,622,483
+10.7%
7,949
+3.7%
0.54%
+7.2%
Q4 2022$1,466,176
+3.4%
7,669
-3.0%
0.50%
-4.0%
Q3 2022$1,418,000
-3.7%
7,903
+1.3%
0.52%
+5.2%
Q2 2022$1,472,000
-17.0%
7,804
+0.2%
0.50%
-3.1%
Q1 2022$1,773,000
-5.4%
7,786
+0.3%
0.51%
-3.2%
Q4 2021$1,875,000
-3.3%
7,766
-11.1%
0.53%
-10.8%
Q3 2021$1,939,000
-3.0%
8,731
-2.6%
0.59%
-3.1%
Q2 2021$1,998,000
+3.7%
8,966
-3.9%
0.61%
-3.8%
Q1 2021$1,927,000
-4.7%
9,326
-10.2%
0.64%
-14.6%
Q4 2020$2,023,000
+14.2%
10,391
-0.1%
0.74%
-2.4%
Q3 2020$1,771,000
+8.9%
10,401
+0.1%
0.76%
-0.1%
Q2 2020$1,627,000
-22.9%
10,395
-36.5%
0.76%
-34.7%
Q1 2020$2,111,000
-25.5%
16,376
-5.5%
1.17%
-3.7%
Q4 2019$2,835,000
+6.3%
17,329
-1.9%
1.22%
-28.4%
Q3 2019$2,666,000
+0.3%
17,656
-0.3%
1.70%
-1.6%
Q2 2019$2,657,000
-3.9%
17,702
-7.3%
1.72%
-7.7%
Q1 2019$2,764,000
+13.0%
19,097
-0.3%
1.87%
-0.6%
Q4 2018$2,446,000
-15.5%
19,164
-1.0%
1.88%
-7.3%
Q3 2018$2,896,000
+6.6%
19,3490.0%2.03%
+3.9%
Q2 2018$2,717,000
+3.3%
19,349
-0.1%
1.95%
+0.1%
Q1 2018$2,630,000
-1.1%
19,378
+0.0%
1.95%
+1.6%
Q4 2017$2,659,000
+6.0%
19,372
+0.0%
1.92%
+1.1%
Q3 2017$2,508,000
+4.1%
19,365
+0.0%
1.90%
-0.5%
Q2 2017$2,409,000
+2.6%
19,359
+0.0%
1.91%
+0.2%
Q1 2017$2,348,000
+4.2%
19,353
-1.0%
1.91%
+1.0%
Q4 2016$2,254,00019,5441.89%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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