Elmwood Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Elmwood Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$628,952
+4.2%
2,961
+8.1%
0.30%
+7.8%
Q2 2023$603,574
+7.9%
2,7400.0%0.28%
+6.4%
Q1 2023$559,240
+4.0%
2,740
-2.6%
0.26%
-1.5%
Q4 2022$537,631
+8.8%
2,812
+2.1%
0.27%
+8.5%
Q3 2022$494,000
-5.0%
2,7550.0%0.25%
-16.6%
Q2 2022$520,000
-16.9%
2,755
+0.1%
0.30%
-7.8%
Q1 2022$626,000
-5.4%
2,751
+0.3%
0.32%
+1.6%
Q4 2021$662,000
+5.4%
2,743
-2.7%
0.32%
-4.5%
Q2 2021$628,000
+7.7%
2,8200.0%0.33%
-7.0%
Q1 2021$583,000
+20.0%
2,820
-9.1%
0.36%
-9.6%
Q3 2020$486,0000.0%3,1040.0%0.39%0.0%
Q2 2020$486,000
-99.9%
3,104
-35.5%
0.39%
-36.9%
Q1 2020$652,956,000
+148637.1%
4,811
+79.4%
0.62%
+63.4%
Q4 2019$439,000
+8.9%
2,681
+0.5%
0.38%
-6.4%
Q3 2019$403,000
-38.1%
2,668
-38.5%
0.41%
-29.2%
Q2 2019$651,000
+2.7%
4,335
-1.1%
0.58%
-1.7%
Q1 2019$634,000
+13.6%
4,383
+0.3%
0.59%
+8.7%
Q4 2018$558,000
-99.9%
4,371
-9.4%
0.54%
-10.0%
Q3 2018$721,786,000
+6.6%
4,8230.0%0.60%
-2.8%
Q2 2018$677,316,000
+3.7%
4,823
+0.2%
0.62%
-1.3%
Q1 2018$652,956,0004,8110.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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