Fulcrum Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Fulcrum Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$339,856
-6.7%
1,600
-3.2%
0.10%
+3.1%
Q2 2023$364,123
+1.5%
1,653
-6.0%
0.10%
-1.0%
Q1 2023$358,808
+6.8%
1,7580.0%0.10%0.0%
Q4 2022$336,112
+6.4%
1,7580.0%0.10%
+3.2%
Q3 2022$316,000
-4.8%
1,7580.0%0.09%
-9.6%
Q2 2022$332,000
+32.8%
1,758
+59.8%
0.10%
+55.2%
Q1 2022$250,000
-24.2%
1,100
-19.5%
0.07%
-6.9%
Q4 2021$330,000
+8.6%
1,3670.0%0.07%
-1.4%
Q3 2021$304,000
-0.3%
1,3670.0%0.07%
-5.2%
Q2 2021$305,000
+7.8%
1,3670.0%0.08%
-4.9%
Q1 2021$283,000
+30.4%
1,367
+22.8%
0.08%
+24.6%
Q4 2020$217,000
-41.0%
1,113
-52.6%
0.06%
-53.2%
Q2 2020$368,000
+21.5%
2,3500.0%0.14%
+0.7%
Q1 2020$303,000
-21.3%
2,3500.0%0.14%
+16.0%
Q4 2019$385,000
-27.2%
2,350
-32.9%
0.12%
-34.3%
Q3 2019$529,000
-29.5%
3,500
-30.0%
0.18%
-34.2%
Q2 2019$750,0005,0000.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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