WealthShield Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$816,372
+0.6%
3,843
+4.3%
0.12%
+0.8%
Q2 2023$811,237
+29.0%
3,683
+19.5%
0.12%
+20.8%
Q1 2023$628,857
+6.8%
3,081
+0.1%
0.10%
-10.6%
Q4 2022$588,757
-5.2%
3,079
-11.0%
0.11%
-8.1%
Q3 2022$621,000
-27.9%
3,460
-24.2%
0.12%
-28.1%
Q2 2022$861,000
-95.7%
4,566
-94.8%
0.17%
-94.6%
Q1 2022$19,876,000
+1500.3%
87,303
+1596.9%
3.18%
+1437.7%
Q4 2021$1,242,000
+26.7%
5,145
+16.6%
0.21%
-21.0%
Q3 2021$980,000
-50.3%
4,412
-50.1%
0.26%
-15.2%
Q2 2021$1,971,000
+14.1%
8,847
+5.9%
0.31%
-0.6%
Q1 2021$1,728,000
+81.1%
8,358
+70.5%
0.31%
+76.7%
Q4 2020$954,000
+12.4%
4,903
-1.6%
0.18%
-40.7%
Q3 2020$849,000
+10.8%
4,985
+1.8%
0.30%
-15.9%
Q2 2020$766,000
+4.4%
4,896
-14.0%
0.35%
-21.4%
Q1 2020$734,000
-36.3%
5,692
-19.3%
0.45%
-20.1%
Q4 2019$1,153,000
+9.2%
7,049
+0.8%
0.56%
+0.4%
Q3 2019$1,056,000
-5.8%
6,996
-6.4%
0.56%
-13.8%
Q2 2019$1,121,000
-1.7%
7,472
-5.1%
0.65%
+2.0%
Q1 2019$1,140,000
-51.8%
7,877
-57.5%
0.64%
-60.5%
Q4 2018$2,365,000
-22.6%
18,530
-8.8%
1.61%
-7.5%
Q3 2018$3,054,000
-2.0%
20,314
-8.5%
1.74%
-8.3%
Q2 2018$3,117,000
+2.7%
22,198
-0.8%
1.90%
-1.2%
Q1 2018$3,036,000
-0.8%
22,367
+0.6%
1.92%
+3.2%
Q4 2017$3,061,00022,2271.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders