LEVEL FOUR ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,683,692
-6.6%
36,174
-3.1%
0.50%
+0.2%
Q2 2023$8,224,262
+9.9%
37,335
+1.8%
0.49%
+0.6%
Q1 2023$7,483,418
+8.8%
36,665
+1.9%
0.49%
-3.9%
Q4 2022$6,881,086
+16.0%
35,991
+8.9%
0.51%
-11.3%
Q3 2022$5,931,000
-3.4%
33,047
+1.6%
0.58%
-0.5%
Q2 2022$6,138,000
-14.4%
32,542
+3.4%
0.58%
+3.2%
Q1 2022$7,167,000
-10.0%
31,479
-4.6%
0.56%
-7.6%
Q4 2021$7,966,000
+150.4%
32,995
+130.3%
0.61%
+83.4%
Q3 2021$3,181,000
-52.1%
14,327
-51.9%
0.33%
-27.9%
Q2 2021$6,639,000
+4.2%
29,798
-3.4%
0.46%
-7.3%
Q1 2021$6,373,000
+8.3%
30,835
+2.0%
0.50%
+4.9%
Q4 2020$5,886,000
+15.3%
30,243
+0.9%
0.47%
+20.1%
Q3 2020$5,106,000
-9.0%
29,978
-16.4%
0.39%
-9.4%
Q2 2020$5,612,000
+6.6%
35,852
-12.2%
0.43%
-31.3%
Q1 2020$5,267,000
-31.4%
40,850
-12.9%
0.63%
+107.9%
Q4 2019$7,677,000
+28.3%
46,912
+18.4%
0.30%
-50.9%
Q3 2019$5,982,000
+6.3%
39,619
+5.7%
0.62%
+9.0%
Q2 2019$5,627,000
+3.3%
37,493
-0.4%
0.57%
-5.3%
Q1 2019$5,448,000
-11.6%
37,648
-22.1%
0.60%
-22.0%
Q4 2018$6,166,000
+14.2%
48,311
+33.9%
0.77%
+31.7%
Q3 2018$5,401,000
-10.6%
36,089
-16.1%
0.58%
+32.7%
Q2 2018$6,041,000
+6.7%
43,017
+3.1%
0.44%
+0.2%
Q1 2018$5,662,000
+32.0%
41,717
+33.5%
0.44%
+31.4%
Q4 2017$4,290,000
+3.4%
31,255
-2.4%
0.33%
-9.2%
Q3 2017$4,148,000
-40.8%
32,029
-44.9%
0.37%
-65.9%
Q2 2017$7,009,0000.0%58,1200.0%1.08%
+51.1%
Q1 2017$7,009,000
+34.2%
58,120
+28.3%
0.71%
+7.0%
Q4 2016$5,224,00045,2960.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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