Measured Wealth Private Client Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Measured Wealth Private Client Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,173,580
-9.9%
5,525
-6.6%
0.47%
-4.6%
Q2 2023$1,302,751
+7.5%
5,914
-0.4%
0.50%
+6.0%
Q1 2023$1,212,368
+14.4%
5,940
+7.2%
0.47%
+7.1%
Q4 2022$1,059,575
+7.0%
5,542
+0.5%
0.44%
-0.2%
Q3 2022$990,000
-4.9%
5,5170.0%0.44%
-5.0%
Q2 2022$1,041,000
-44.0%
5,517
-32.5%
0.46%
-32.7%
Q1 2022$1,860,000
-15.2%
8,171
-10.0%
0.68%
-11.7%
Q4 2021$2,193,000
+8.0%
9,083
-0.7%
0.78%
-0.9%
Q3 2021$2,031,000
-15.1%
9,146
-14.8%
0.78%
+2.8%
Q2 2021$2,391,000
+7.8%
10,7320.0%0.76%
-3.3%
Q1 2021$2,218,000
+4.7%
10,732
-1.4%
0.79%
-10.9%
Q4 2020$2,119,000
+14.3%
10,887
+0.0%
0.88%
-1.6%
Q3 2020$1,854,000
+5.9%
10,885
-2.7%
0.90%
-12.2%
Q2 2020$1,751,000
+21.4%
11,186
+0.0%
1.02%
-9.0%
Q1 2020$1,442,000
-15.8%
11,182
+6.8%
1.12%
-1.7%
Q4 2019$1,713,000
-3.7%
10,467
-11.2%
1.14%
-0.7%
Q3 2019$1,779,000
-65.0%
11,781
-65.2%
1.15%
-60.8%
Q2 2019$5,086,000
+2.2%
33,890
-1.4%
2.94%
-4.3%
Q1 2019$4,976,000
+16.8%
34,384
+3.1%
3.07%
-20.6%
Q4 2018$4,259,000
-10.2%
33,366
+5.2%
3.86%
+35.7%
Q3 2018$4,744,000
+14.2%
31,708
+7.2%
2.85%
-15.8%
Q2 2018$4,153,000
+24.9%
29,578
+15.3%
3.38%
-25.6%
Q3 2017$3,324,00025,6644.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders