Bogart Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,405,108
-1.9%
16,031
+1.7%
0.21%
-4.5%
Q2 2023$3,471,922
+41.6%
15,761
+31.2%
0.22%
+34.1%
Q1 2023$2,451,849
+5.9%
12,013
-0.8%
0.16%
+1.9%
Q4 2022$2,314,208
+54.3%
12,104
+44.8%
0.16%
+28.8%
Q3 2022$1,500,000
+58.9%
8,357
+66.9%
0.12%
+50.6%
Q2 2022$944,000
+51.5%
5,007
+82.9%
0.08%
+56.6%
Q1 2022$623,000
-4.4%
2,738
+1.4%
0.05%
-10.2%
Q4 2021$652,000
+60.6%
2,700
+47.9%
0.06%
+43.9%
Q3 2021$406,000
-7.3%
1,826
-7.0%
0.04%
-14.6%
Q2 2021$438,000
+13.5%
1,964
+5.2%
0.05%
-11.1%
Q1 2021$386,000
+8.4%
1,867
+2.0%
0.05%
-18.2%
Q4 2020$356,000
+10.6%
1,830
-3.4%
0.07%
-7.0%
Q3 2020$322,000
-2.1%
1,894
-9.9%
0.07%
-7.8%
Q2 2020$329,000
+38.8%
2,102
+14.2%
0.08%
+18.5%
Q1 2020$237,000
-18.3%
1,840
+3.9%
0.06%
-30.1%
Q4 2019$290,000
+36.2%
1,771
+25.8%
0.09%
-11.4%
Q3 2019$213,000
+0.9%
1,4080.0%0.10%
-18.0%
Q2 2019$211,000
+3.4%
1,408
-0.3%
0.13%
+30.6%
Q1 2019$204,000
+41.7%
1,412
+25.0%
0.10%
+36.1%
Q4 2018$144,000
-7.1%
1,130
+9.2%
0.07%
-20.0%
Q3 2018$155,000
+342.9%
1,035
+304.3%
0.09%
+328.6%
Q2 2018$35,0000.0%2560.0%0.02%
+5.0%
Q1 2018$35,0000.0%2560.0%0.02%
-9.1%
Q4 2017$35,000
+2.9%
2560.0%0.02%
-12.0%
Q3 2017$34,0002560.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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