Affiance Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Affiance Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,082,763
+14.5%
94,547
+18.7%
10.20%
+19.3%
Q2 2023$17,545,899
+15.2%
79,652
+6.7%
8.55%
+6.1%
Q1 2023$15,230,401
+15.9%
74,622
+8.6%
8.06%
+51.4%
Q4 2022$13,138,535
+7.5%
68,720
+0.9%
5.32%
-22.7%
Q3 2022$12,224,000
-1.3%
68,114
+3.8%
6.89%
+3.2%
Q2 2022$12,379,000
-17.8%
65,630
-0.7%
6.68%
-8.8%
Q1 2022$15,053,000
-15.1%
66,118
-10.0%
7.32%
-1.2%
Q4 2021$17,739,000
+11.5%
73,471
+2.6%
7.40%
+7.0%
Q3 2021$15,905,000
-0.5%
71,623
-0.2%
6.92%
+2.1%
Q2 2021$15,986,000
+5.5%
71,746
-2.2%
6.78%
+0.3%
Q1 2021$15,157,000
+7.9%
73,334
+1.6%
6.76%
-7.7%
Q4 2020$14,042,000
+13.2%
72,145
-0.9%
7.32%
+2.2%
Q3 2020$12,401,000
-0.4%
72,814
-8.5%
7.16%
+5.8%
Q2 2020$12,457,000
+24.8%
79,580
+2.8%
6.77%
-1.6%
Q1 2020$9,978,000
-9.9%
77,402
+14.4%
6.88%
+12.7%
Q4 2019$11,071,000
+20.7%
67,662
+11.4%
6.11%
+9.7%
Q3 2019$9,172,000
+6.8%
60,741
+6.2%
5.57%
+6.1%
Q2 2019$8,585,000
+5.7%
57,202
+1.9%
5.25%
+2.7%
Q1 2019$8,122,000
+28.9%
56,126
+13.7%
5.11%
+22.8%
Q4 2018$6,301,000
-21.7%
49,365
-8.2%
4.16%
-21.6%
Q3 2018$8,051,000
+10.0%
53,797
+3.3%
5.31%
-5.1%
Q2 2018$7,316,000
+46.6%
52,096
+41.7%
5.59%
+26.9%
Q1 2018$4,990,000
+53.3%
36,766
+55.0%
4.41%
+82.9%
Q4 2017$3,256,000
+38.0%
23,726
+30.2%
2.41%
+26.8%
Q3 2017$2,360,000
+8.3%
18,219
+4.1%
1.90%
+9.4%
Q2 2017$2,179,000
-1.6%
17,506
-4.1%
1.74%
+1.4%
Q1 2017$2,214,000
+36.6%
18,252
+29.8%
1.71%
+31.8%
Q4 2016$1,621,000
+134.6%
14,060
+126.4%
1.30%
+131.1%
Q3 2016$691,000
+23.8%
6,210
+19.2%
0.56%
+19.1%
Q2 2016$558,000
+71.7%
5,209
+68.0%
0.47%
+51.8%
Q1 2016$325,000
-39.5%
3,101
-39.7%
0.31%
-43.7%
Q4 2015$537,000
+102.6%
5,146
+91.5%
0.55%
+66.3%
Q3 2015$265,000
-5.7%
2,687
+2.4%
0.33%
-7.3%
Q2 2015$281,000
+1.8%
2,625
+1.9%
0.36%
-14.8%
Q1 2015$276,000
+1.8%
2,575
+0.8%
0.42%
-11.8%
Q4 2014$271,0002,5550.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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