Successful Portfolios LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,125,098
+27.4%
10,004
+32.1%
1.88%
+31.1%
Q2 2023$1,667,960
-37.6%
7,572
-42.2%
1.44%
-14.5%
Q1 2023$2,673,925
+17.1%
13,101
+9.7%
1.68%
+12.8%
Q4 2022$2,283,000
+10.9%
11,941
+4.1%
1.49%
-0.2%
Q3 2022$2,058,000
-0.1%
11,467
+4.9%
1.49%
+7.6%
Q2 2022$2,061,000
-17.7%
10,928
-0.6%
1.39%
-2.7%
Q1 2022$2,503,000
-5.7%
10,994
-0.0%
1.42%
-1.2%
Q4 2021$2,655,000
+16.7%
10,995
+7.3%
1.44%
+6.3%
Q3 2021$2,275,000
-0.4%
10,245
-0.1%
1.36%
-1.9%
Q2 2021$2,285,000
+1.6%
10,255
-5.8%
1.38%
-6.6%
Q1 2021$2,250,000
+6.6%
10,886
+0.4%
1.48%
-2.0%
Q4 2020$2,111,000
+12.6%
10,844
-1.5%
1.51%
+1.2%
Q3 2020$1,875,000
+8.3%
11,009
-0.4%
1.50%
-1.8%
Q2 2020$1,731,000
+20.4%
11,057
-0.9%
1.52%
+4.7%
Q1 2020$1,438,000
-21.8%
11,155
-0.7%
1.45%
-11.2%
Q4 2019$1,839,000
+7.5%
11,239
-0.8%
1.64%
+1.8%
Q3 2019$1,711,000
+19.2%
11,334
+18.5%
1.61%
+4.4%
Q2 2019$1,435,000
-14.4%
9,564
-17.4%
1.54%
-15.9%
Q1 2019$1,676,000
+11.2%
11,584
-1.9%
1.83%
-4.9%
Q4 2018$1,507,000
-14.0%
11,809
+0.8%
1.93%
+0.9%
Q3 2018$1,753,000
+5.5%
11,712
-1.1%
1.91%
-1.6%
Q2 2018$1,662,000
+3.3%
11,837
-0.2%
1.94%
-0.6%
Q1 2018$1,609,000
+1.8%
11,857
+2.9%
1.95%
-0.6%
Q4 2017$1,581,00011,5191.96%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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