Legacy Financial Strategies, 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
Legacy Financial Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,368,936
-3.4%
52,607
-1.5%
3.65%
-7.1%
Q2 2023$11,767,965
+9.2%
53,423
+1.2%
3.93%
-1.6%
Q1 2023$10,777,363
+8.4%
52,804
+1.6%
4.00%
-2.8%
Q4 2022$9,938,205
+6.6%
51,981
+0.1%
4.11%
-5.3%
Q3 2022$9,321,000
-2.6%
51,936
+2.4%
4.34%
-8.2%
Q2 2022$9,570,000
-15.4%
50,738
+2.1%
4.72%
-2.0%
Q1 2022$11,309,000
-1.3%
49,672
+4.7%
4.82%
-2.7%
Q4 2021$11,459,000
-3.7%
47,462
-11.5%
4.95%
-11.5%
Q3 2021$11,902,000
+0.3%
53,600
+0.6%
5.60%
-1.5%
Q2 2021$11,869,000
+8.6%
53,267
+0.8%
5.68%
-1.6%
Q1 2021$10,926,000
-5.8%
52,864
-11.3%
5.78%
-2.3%
Q4 2020$11,601,000
+14.7%
59,605
+0.4%
5.91%
+1.6%
Q3 2020$10,112,000
+6.3%
59,376
-2.3%
5.82%
-20.7%
Q2 2020$9,510,000
+22.3%
60,753
+0.7%
7.35%
-0.5%
Q1 2020$7,774,000
-16.2%
60,303
+6.3%
7.38%
-1.4%
Q4 2019$9,280,000
+8.4%
56,716
+2.3%
7.49%
-1.7%
Q3 2019$8,561,000
+0.3%
55,456
-0.7%
7.62%
-4.3%
Q2 2019$8,533,000
+3.7%
55,831
-1.8%
7.96%
+13.4%
Q1 2019$8,225,000
+4.7%
56,836
-7.6%
7.03%
-9.7%
Q4 2018$7,853,000
-7.4%
61,527
+1.0%
7.78%
-9.9%
Q3 2018$8,484,000
-4.9%
60,934
-4.0%
8.63%
+8.1%
Q2 2018$8,917,000
-1.9%
63,498
-5.2%
7.98%
-10.1%
Q1 2018$9,090,000
-5.5%
66,975
-4.4%
8.88%
-13.2%
Q4 2017$9,616,00070,06510.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders