Gradient Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,013,196
-1.6%
4,770
+2.1%
0.42%
+2.7%
Q2 2023$1,029,368
+11.2%
4,673
+3.1%
0.41%
+4.8%
Q1 2023$925,389
+11.1%
4,534
+4.0%
0.39%
+4.0%
Q4 2022$833,206
-15.4%
4,358
-20.6%
0.38%
-19.4%
Q3 2022$985,000
+26.6%
5,487
+33.0%
0.47%
+26.0%
Q2 2022$778,000
-11.0%
4,127
+7.5%
0.37%
+0.8%
Q1 2022$874,000
-5.7%
3,8380.0%0.37%
-4.1%
Q4 2021$927,000
+12.5%
3,838
+3.4%
0.39%
+2.1%
Q3 2021$824,000
-4.8%
3,712
-4.5%
0.38%
-6.9%
Q2 2021$866,000
+10.3%
3,888
+2.4%
0.41%
-2.2%
Q1 2021$785,000
+0.8%
3,797
-5.2%
0.42%
-6.5%
Q4 2020$779,000
+11.1%
4,004
-2.7%
0.44%
+1.4%
Q3 2020$701,000
+25.6%
4,114
+15.5%
0.44%
+16.2%
Q2 2020$558,000
+30.1%
3,562
+7.0%
0.38%
+9.0%
Q1 2020$429,0003,3300.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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