Ullmann Wealth Partners Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Ullmann Wealth Partners Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$367,678
+13.4%
1,731
+17.7%
0.07%
+6.2%
Q2 2023$324,138
+8.0%
1,4710.0%0.06%
-4.4%
Q1 2023$300,168
-0.7%
1,471
-6.9%
0.07%
-8.1%
Q4 2022$302,141
-29.7%
1,580
-34.1%
0.07%
-37.8%
Q3 2022$430,000
-10.0%
2,396
-5.5%
0.12%
-7.8%
Q2 2022$478,000
-12.3%
2,535
+5.8%
0.13%
-7.2%
Q1 2022$545,000
-5.7%
2,3950.0%0.14%
-9.7%
Q4 2021$578,000
+14.0%
2,395
+4.8%
0.15%
-23.0%
Q3 2021$507,000
+55.0%
2,285
+55.7%
0.20%
+48.1%
Q2 2021$327,000
+7.9%
1,4680.0%0.14%0.0%
Q1 2021$303,000
+5.9%
1,4680.0%0.14%
-5.6%
Q4 2020$286,000
+1.1%
1,468
-11.7%
0.14%
-11.7%
Q3 2020$283,000
+8.8%
1,6630.0%0.16%
+1.2%
Q2 2020$260,000
+8.8%
1,663
-10.4%
0.16%
-10.6%
Q1 2020$239,000
-21.4%
1,856
-0.1%
0.18%
-2.7%
Q4 2019$304,000
+21.1%
1,857
+11.7%
0.18%
+18.7%
Q3 2019$251,000
+0.8%
1,6630.0%0.16%
-0.6%
Q2 2019$249,000
+3.3%
1,6630.0%0.16%
+0.6%
Q1 2019$241,000
+11.6%
1,663
-14.6%
0.16%
-28.2%
Q3 2017$216,000
+315.4%
1,947
+363.6%
0.22%
+483.8%
Q2 2017$52,0004200.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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