AE Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$110,131,730
+8.0%
518,487
+12.0%
0.66%
+7.3%
Q2 2023$101,963,290
+71.1%
462,880
+58.5%
0.61%
+59.6%
Q1 2023$59,601,811
+45.1%
292,023
+35.9%
0.38%
+29.3%
Q4 2022$41,069,768
-13.9%
214,811
-19.1%
0.30%
-21.4%
Q3 2022$47,680,000
-27.1%
265,673
-23.3%
0.38%
-27.7%
Q2 2022$65,368,000
+31.4%
346,559
+58.6%
0.52%
+53.4%
Q1 2022$49,751,000
-25.5%
218,522
-21.0%
0.34%
-26.7%
Q4 2021$66,757,000
+24.3%
276,495
+14.3%
0.46%
+5.2%
Q3 2021$53,707,000
+49.7%
241,857
+50.2%
0.44%
+41.2%
Q2 2021$35,875,000
+24.4%
161,005
+15.4%
0.31%
+7.6%
Q1 2021$28,838,000
-38.7%
139,525
-42.3%
0.29%
-45.4%
Q4 2020$47,027,000
+127.5%
241,612
+99.1%
0.53%
+80.7%
Q3 2020$20,670,000
-7.9%
121,364
-15.4%
0.30%
-15.0%
Q2 2020$22,445,000
+118.8%
143,389
+80.2%
0.35%
+47.0%
Q1 2020$10,256,000
-39.4%
79,560
-23.1%
0.24%
-35.7%
Q4 2019$16,933,000
+25.0%
103,492
+15.4%
0.37%
-6.1%
Q3 2019$13,546,000
+11.1%
89,712
+10.4%
0.39%
+6.8%
Q2 2019$12,196,000
+80.7%
81,260
+74.2%
0.37%
-22.0%
Q1 2019$6,751,000
+75.8%
46,655
+55.0%
0.47%
-28.6%
Q4 2018$3,841,000
-61.1%
30,098
-54.4%
0.66%
+20.8%
Q3 2018$9,885,000
+5.8%
66,055
-0.7%
0.54%
-14.5%
Q2 2018$9,341,000
+6.4%
66,516
+2.8%
0.64%
-6.1%
Q1 2018$8,778,000
+2.8%
64,677
+4.0%
0.68%
-10.1%
Q4 2017$8,536,000
+86.8%
62,189
+76.3%
0.75%
+77.6%
Q3 2017$4,570,000
+50.3%
35,283
+44.4%
0.42%
+16.8%
Q2 2017$3,040,000
+56.4%
24,427
+52.4%
0.36%
+0.8%
Q1 2017$1,944,000
+95.0%
16,028
+85.4%
0.36%
-10.9%
Q4 2016$997,0008,6440.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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