Castle Rock Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

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 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 290,848$70,260,000100.00%
Rainwater Charitable Foundation 598,119$144,410,00092.19%
Adventist Health System/ West 1,951,152$471,086,00070.50%
Ebor Charitable Trust 143,554$34,660,00068.98%
Kinsale Capital Group, Inc. 337,078$81,384,00065.96%
AEGON USA Investment Management, LLC 962,312$232,341,00064.57%
VIEWPOINT INVESTMENT PARTNERS CORP 449,473$108,521,00061.34%
Monashee Investment Management LLC 1,017,700$245,713,00060.73%
Cabot-Wellington, LLC 521,455$125,900,15657.83%
Hernani LP 951,548$229,742,00052.37%
View complete list of VANGUARD INDEX FDS shareholders