EverSource Wealth Advisors, 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
EverSource Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,159,144
-5.6%
71,367
-2.2%
1.61%
-9.2%
Q2 2023$16,066,528
+6.3%
72,937
-1.5%
1.77%
-5.9%
Q1 2023$15,119,570
+7.2%
74,079
+0.4%
1.88%
-11.9%
Q4 2022$14,102,006
+23.5%
73,759
+15.9%
2.14%
-18.3%
Q3 2022$11,419,000
-10.2%
63,630
-5.6%
2.61%
-20.3%
Q2 2022$12,720,000
-15.6%
67,435
+1.9%
3.28%
-14.2%
Q1 2022$15,067,000
-3.5%
66,178
+2.3%
3.82%
-12.6%
Q4 2021$15,620,00064,6934.37%
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