LWM Advisory Services, 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
LWM Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$33,986
-86.4%
160
-88.5%
0.04%
-87.3%
Q3 2022$250,000
-2.0%
1,394
+24.2%
0.28%
-10.7%
Q1 2022$255,000
+7.1%
1,122
+14.0%
0.32%
+7.5%
Q4 2021$238,0009840.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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