Aries Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
Aries Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$925,603
+31.6%
4,285
+34.2%
0.36%
+32.6%
Q2 2023$703,354
+11.4%
3,193
+3.2%
0.27%
+5.4%
Q1 2023$631,281
+1.8%
3,093
-4.6%
0.26%
-3.0%
Q4 2022$620,029
+2.0%
3,243
+3.5%
0.27%
-0.7%
Q3 2022$608,000
+7.6%
3,132
+4.5%
0.27%
+4.7%
Q2 2022$565,000
-4.7%
2,998
+22.1%
0.26%
+13.7%
Q4 2021$593,000
+17.2%
2,456
+7.9%
0.23%
+5.6%
Q3 2021$506,000
+15.3%
2,277
+15.7%
0.21%
+13.8%
Q2 2021$439,000
-9.5%
1,968
-13.0%
0.19%
-13.8%
Q1 2021$485,000
+6.6%
2,263
-1.0%
0.22%
-4.0%
Q4 2020$455,000
+17.9%
2,285
+0.8%
0.23%
+3.7%
Q3 2020$386,000
+5.2%
2,267
-3.2%
0.22%
-2.2%
Q2 2020$367,000
+24.8%
2,3420.0%0.22%0.0%
Q1 2020$294,000
+44.8%
2,342
+89.3%
0.22%
+80.6%
Q4 2019$203,0001,2370.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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