HCR Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$472,612
-11.7%
2,225
-8.4%
0.10%
+5.1%
Q2 2023$535,009
-11.8%
2,429
-18.3%
0.10%
-17.5%
Q1 2023$606,634
+23.4%
2,972
+15.6%
0.12%
+16.5%
Q4 2022$491,491
+5.5%
2,571
-1.0%
0.10%
+4.0%
Q3 2022$466,000
-2.1%
2,596
+2.9%
0.10%
+3.1%
Q2 2022$476,000
-18.2%
2,524
-1.3%
0.10%
+1.1%
Q1 2022$582,000
-4.9%
2,557
+0.8%
0.10%0.0%
Q4 2021$612,000
+8.7%
2,5360.0%0.10%
+1.1%
Q3 2021$563,000
-1.4%
2,536
-1.0%
0.09%
-5.1%
Q2 2021$571,000
-5.8%
2,561
-12.7%
0.10%
-17.5%
Q1 2021$606,000
+17.2%
2,934
+10.4%
0.12%
+11.1%
Q4 2020$517,000
+4.2%
2,658
-8.7%
0.11%
-4.4%
Q3 2020$496,000
+4.4%
2,912
-3.6%
0.11%
+1.8%
Q2 2020$475,000
+25.0%
3,020
+2.4%
0.11%
+1.8%
Q1 2020$380,000
-12.8%
2,950
+10.7%
0.11%
+2.8%
Q4 2019$436,000
+59.7%
2,664
+47.3%
0.11%
+16.5%
Q3 2019$273,0001,8080.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Rainwater Charitable Foundation 650,539$126,621,00093.39%
Adventist Health System/ West 2,556,317$497,562,00077.45%
VIEWPOINT INVESTMENT PARTNERS CORP 443,546$69,428,00064.79%
PFM Asset Management LLC 13,185,931$2,566,510,00063.95%
Ebor Charitable Trust 350,250$68,173,00063.27%
AEGON USA Investment Management, LLC 987,240$192,156,00058.35%
Gibson Capital, LLC 964,743$187,777,00055.29%
Avalon Advisory Group 525,718$102,326,00051.07%
Cabot-Wellington, LLC 513,194$99,888,00050.81%
Beacon Wealthcare, Inc 437,612$85,177,00049.55%
View complete list of VANGUARD INDEX FDS shareholders