Castle Rock Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$233,319
-3.1%
1,098
+0.4%
0.08%
-4.9%
Q2 2023$240,874
+8.4%
1,094
+0.5%
0.08%
+3.8%
Q1 2023$222,311
+0.9%
1,089
+0.4%
0.08%
-19.4%
Q4 2022$220,405
-9.7%
1,085
-20.0%
0.10%
-20.3%
Q3 2022$244,000
-7.2%
1,357
+0.4%
0.12%
-8.2%
Q2 2022$263,000
-12.9%
1,351
+0.4%
0.13%
-3.6%
Q1 2022$302,000
+2.0%
1,346
+0.4%
0.14%
+14.9%
Q4 2021$296,000
-8.6%
1,341
+0.3%
0.12%
+9.0%
Q3 2021$324,000
+6.2%
1,337
+0.4%
0.11%
-0.9%
Q2 2021$305,000
+7.0%
1,332
+0.3%
0.11%
-2.6%
Q1 2021$285,000
+7.1%
1,328
+0.3%
0.12%
+3.6%
Q4 2020$266,000
+20.9%
1,324
+0.8%
0.11%
-14.0%
Q2 2020$220,000
-14.4%
1,314
-12.8%
0.13%
-44.4%
Q4 2019$257,000
+26.0%
1,507
+15.7%
0.23%
+9.4%
Q3 2019$204,0001,3020.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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