Lucia Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

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 Q3 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