JGP Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
JGP Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$587,292
-3.6%
2,7650.0%0.10%
-1.0%
Q2 2023$609,052
+28.0%
2,765
+18.6%
0.10%
+20.5%
Q1 2023$475,940
+6.8%
2,3320.0%0.08%
+1.2%
Q4 2022$445,836
-26.7%
2,332
-30.1%
0.08%
-35.9%
Q3 2022$608,000
+5.2%
3,334
+10.5%
0.13%
+9.4%
Q2 2022$578,000
-6.3%
3,018
+9.9%
0.12%
+2.6%
Q1 2022$617,000
-4.8%
2,746
+0.5%
0.11%
-5.8%
Q4 2021$648,000
+189.3%
2,732
+100.7%
0.12%
+83.3%
Q4 2019$224,000
+9.8%
1,361
-2.3%
0.07%
-7.0%
Q3 2019$204,0000.0%1,393
+2.4%
0.07%
-1.4%
Q2 2019$204,000
-0.5%
1,361
-1.7%
0.07%
-12.2%
Q3 2018$205,0001,3840.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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