Principle Wealth Partners LLC - 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
Principle Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,020,073
+80.6%
70,713
+87.3%
1.51%
+80.5%
Q2 2023$8,315,378
+9.5%
37,749
+1.5%
0.84%
+3.0%
Q1 2023$7,591,008
+8.0%
37,193
+1.2%
0.81%
+2.0%
Q4 2022$7,025,673
+136.5%
36,747
+122.0%
0.80%
+184.3%
Q3 2022$2,971,000
+22.7%
16,553
+29.0%
0.28%
-3.8%
Q2 2022$2,421,000
+16.4%
12,836
+40.5%
0.29%
+32.9%
Q1 2022$2,080,000
+4.4%
9,135
+10.7%
0.22%
+4.8%
Q4 2021$1,992,000
-3.5%
8,249
-11.3%
0.21%
-12.2%
Q3 2021$2,064,000
+4.5%
9,296
+4.8%
0.24%
+6.2%
Q2 2021$1,976,000
-0.5%
8,868
-7.6%
0.22%
-3.4%
Q1 2021$1,985,000
+2.8%
9,601
-3.2%
0.23%
-8.7%
Q4 2020$1,930,000
+94.8%
9,916
+70.5%
0.25%
-8.0%
Q3 2020$991,000
+2.4%
5,816
-6.0%
0.28%
-2.8%
Q2 2020$968,000
+42.4%
6,187
+17.4%
0.28%
+11.4%
Q1 2020$680,000
-73.5%
5,272
-66.4%
0.26%
-68.9%
Q4 2019$2,564,000
+16.9%
15,673
+7.9%
0.82%
+8.0%
Q3 2019$2,194,000
+14.2%
14,528
+13.5%
0.76%
-23.4%
Q2 2019$1,922,000
+12.9%
12,803
+8.9%
0.99%
+1.6%
Q1 2019$1,702,000
+35.3%
11,758
+19.3%
0.97%
-7.9%
Q4 2018$1,258,0009,8591.06%
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