Lucia Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,481 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.17 and the average weighting 2.6%.

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 Q1 2020
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