SimpliFi, Inc. - 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
SimpliFi, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$823,360
+6.9%
3,876
+10.8%
0.41%
+11.5%
Q2 2023$770,249
+32.4%
3,497
+22.7%
0.36%
+27.3%
Q1 2023$581,566
+70.7%
2,849
+59.9%
0.29%
+60.7%
Q4 2022$340,627
-3.0%
1,782
-9.0%
0.18%
-2.2%
Q3 2022$351,000
-2.8%
1,958
+2.4%
0.18%
+2.2%
Q2 2022$361,000
-13.4%
1,912
+4.3%
0.18%
-6.3%
Q1 2022$417,000
-4.8%
1,833
+1.0%
0.19%
-0.5%
Q4 2021$438,000
+14.7%
1,815
+5.5%
0.19%
+11.0%
Q3 2021$382,000
+0.3%
1,721
+0.6%
0.17%
-0.6%
Q2 2021$381,000
-30.9%
1,710
-35.9%
0.17%
-32.7%
Q1 2021$551,000
-17.9%
2,667
-22.7%
0.26%
-17.9%
Q4 2020$671,000
+9.3%
3,450
-4.4%
0.31%
+2.3%
Q3 2020$614,000
+7.5%
3,608
-1.1%
0.31%
+2.0%
Q2 2020$571,0003,6470.30%
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