YorkBridge Wealth 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
YorkBridge Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$482,996
+78.2%
2,526
+67.2%
0.12%
+75.7%
Q3 2022$271,000
+0.7%
1,511
+5.9%
0.07%0.0%
Q2 2022$269,000
-22.5%
1,427
-6.4%
0.07%
-7.9%
Q1 2022$347,000
+17.2%
1,524
+24.3%
0.08%
+15.2%
Q4 2021$296,000
+1.0%
1,226
-7.1%
0.07%
-10.8%
Q3 2021$293,000
+2.1%
1,319
+2.5%
0.07%
-1.3%
Q2 2021$287,000
+15.3%
1,287
+6.7%
0.08%
+1.4%
Q1 2021$249,000
-2.7%
1,206
-8.1%
0.07%
-14.0%
Q4 2020$256,000
+148.5%
1,313
+92.0%
0.09%
+87.0%
Q2 2019$103,000
-40.8%
684
-43.2%
0.05%
-42.5%
Q1 2019$174,000
+5.5%
1,205
-6.6%
0.08%
-8.0%
Q4 2018$165,000
+15.4%
1,290
+35.4%
0.09%
+33.8%
Q3 2018$143,000
+6.7%
9530.0%0.06%
+10.2%
Q2 2018$134,000
+3.1%
953
+0.1%
0.06%
-1.7%
Q1 2018$130,000
+0.8%
9520.0%0.06%
-3.2%
Q4 2017$129,000
+1.6%
952
-2.6%
0.06%
-6.1%
Q3 2017$127,000
-12.4%
977
-15.8%
0.07%
-14.3%
Q2 2017$145,000
+36.8%
1,161
+34.8%
0.08%
+40.0%
Q1 2017$106,000
+26.2%
861
+17.8%
0.06%
+10.0%
Q4 2016$84,0007310.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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