One Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$331,912
+25.7%
1,563
+30.4%
0.07%
+32.1%
Q2 2023$264,058
+3.2%
1,199
-4.4%
0.06%
-5.1%
Q1 2023$255,907
-2.6%
1,254
-8.7%
0.06%
-1.7%
Q4 2022$262,625
+8.1%
1,374
+1.5%
0.06%
-25.0%
Q3 2022$243,000
-7.6%
1,354
-2.9%
0.08%
+14.3%
Q2 2022$263,000
-39.1%
1,394
-26.4%
0.07%
-34.0%
Q1 2022$432,000
-23.0%
1,895
-18.4%
0.11%
-25.4%
Q4 2021$561,000
-60.7%
2,322
-63.8%
0.14%
-66.0%
Q3 2021$1,426,000
+17.2%
6,420
+17.6%
0.42%
+8.6%
Q2 2021$1,217,000
+7.1%
5,461
-0.7%
0.38%
-11.5%
Q1 2021$1,136,000
+4.8%
5,497
-1.3%
0.44%
-26.1%
Q4 2020$1,084,000
-0.6%
5,568
-13.1%
0.59%
-21.7%
Q3 2020$1,091,000
-7.6%
6,406
-15.1%
0.75%
-19.8%
Q2 2020$1,181,000
+48.2%
7,542
+22.0%
0.94%
+18.7%
Q1 2020$797,000
+1185.5%
6,182
+1407.8%
0.79%
+1580.9%
Q3 2018$62,0004100.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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