Lucia Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,237 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.64 and the average weighting 2.4%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$5,377,000
+42.2%
31,571
+30.8%
1.26%
+26.3%
Q2 2020$3,780,000
+30.8%
24,146
+7.7%
1.00%
+4.5%
Q1 2020$2,890,000
-20.5%
22,421
+0.9%
0.96%
-14.3%
Q4 2019$3,635,000
+24.1%
22,216
+14.5%
1.12%
+14.5%
Q3 2019$2,930,000
+5.4%
19,405
+4.7%
0.98%
+1.9%
Q2 2019$2,781,000
+6.0%
18,526
+2.2%
0.96%
+6.3%
Q1 2019$2,624,000
+22.7%
18,134
+8.3%
0.90%
-10.5%
Q4 2018$2,138,000
+26.6%
16,750
+48.4%
1.01%
+91.3%
Q3 2018$1,689,000
+18.4%
11,286
+11.1%
0.53%
-15.7%
Q2 2018$1,426,000
+30.8%
10,155
+26.5%
0.62%
+76.3%
Q1 2018$1,090,000
+113.3%
8,029
+115.7%
0.35%
+56.6%
Q4 2017$511,0003,7220.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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