AJ WEALTH STRATEGIES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$8,949,282
+7.9%
40,627
+0.0%
0.43%0.0%
Q1 2023$8,291,542
+107150.6%
40,625
+0.5%
0.43%
+6.4%
Q4 2022$7,731
-100.0%
40,435
-67.5%
0.41%
-68.8%
Q3 2022$22,299,000
-3.0%
124,250
+1.9%
1.30%
+7.3%
Q2 2022$22,995,000
-18.9%
121,912
-2.1%
1.21%
-13.4%
Q1 2022$28,365,000
-2.0%
124,588
+3.9%
1.40%
+1.7%
Q4 2021$28,941,000
+42.9%
119,868
+31.4%
1.38%
+25.7%
Q3 2021$20,259,000
+54.3%
91,234
+54.9%
1.09%
+39.7%
Q2 2021$13,126,000
+63.0%
58,909
+51.2%
0.78%
+36.9%
Q1 2021$8,053,000
+6.4%
38,960
+0.2%
0.57%
-13.1%
Q4 2020$7,570,000
-5.2%
38,893
-17.0%
0.66%
-19.1%
Q3 2020$7,984,000
+13.7%
46,877
+4.5%
0.81%
+4.4%
Q2 2020$7,023,000
+16.1%
44,869
-4.4%
0.78%
-5.0%
Q1 2020$6,047,000
+196.9%
46,911
+276.9%
0.82%
+244.5%
Q4 2019$2,037,000
+28.4%
12,448
+18.5%
0.24%
+13.9%
Q3 2019$1,586,00010,5060.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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