TFO Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,225,0780.0%5,5610.0%0.26%
-0.8%
Q2 2023$1,225,078
+8.3%
5,561
+0.3%
0.26%
+4.0%
Q1 2023$1,131,136
+108.5%
5,542
+62.2%
0.25%
+98.4%
Q4 2022$542,561
-69.1%
3,417
-65.1%
0.12%
-71.5%
Q3 2022$1,758,000
-4.7%
9,798
+0.2%
0.44%
+5.8%
Q2 2022$1,844,000
+48.4%
9,776
+79.1%
0.42%
+68.7%
Q1 2022$1,243,000
-16.5%
5,459
-13.0%
0.25%
-14.0%
Q4 2021$1,489,000
+23.7%
6,274
+15.7%
0.29%
+20.2%
Q3 2021$1,204,000
+9.0%
5,423
+9.3%
0.24%
+8.7%
Q2 2021$1,105,000
+8.0%
4,961
+0.2%
0.22%
-28.7%
Q1 2021$1,023,000
+6.6%
4,951
+0.3%
0.31%
+0.7%
Q4 2020$960,000
+15.1%
4,935
+0.8%
0.30%
-5.0%
Q3 2020$834,000
+9.3%
4,895
+0.4%
0.32%
+6.6%
Q2 2020$763,000
+18.8%
4,874
-2.2%
0.30%
+9.1%
Q1 2020$642,0004,9850.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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