Cypress Wealth Services, 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
Cypress Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$479,544
-4.9%
2,258
+0.7%
0.13%
+0.8%
Q2 2023$504,059
+10.5%
2,242
+0.3%
0.13%
-1.5%
Q1 2023$456,138
+17.0%
2,235
+9.7%
0.13%
+7.2%
Q4 2022$389,722
-49.8%
2,038
-45.8%
0.12%
-22.8%
Q1 2021$777,000
+6.4%
3,761
+0.3%
0.16%
-0.6%
Q4 2020$730,000
+179.7%
3,750
+135.3%
0.16%
+147.0%
Q4 2019$261,000
+22.0%
1,594
+12.3%
0.07%
+11.9%
Q3 2019$214,000
+0.9%
1,419
+0.4%
0.06%
-3.3%
Q2 2019$212,000
+3.9%
1,413
+0.4%
0.06%
-6.2%
Q1 2019$204,000
-44.9%
1,408
-51.5%
0.06%
-55.8%
Q4 2018$370,000
+77.9%
2,901
+109.2%
0.15%
+98.6%
Q3 2018$208,000
+3.5%
1,387
-2.9%
0.07%
-2.6%
Q2 2018$201,0001,4290.08%
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