HCR Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

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 Q4 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