HHM Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$997,478
-3.8%
4,696
-0.2%
0.20%
+0.5%
Q2 2023$1,036,663
+10.2%
4,706
+2.1%
0.19%
+1.0%
Q1 2023$940,493
+3.2%
4,608
-3.4%
0.19%
-7.7%
Q4 2022$911,594
+191.2%
4,768
+173.1%
0.21%
+153.7%
Q3 2022$313,000
-4.9%
1,7460.0%0.08%
-2.4%
Q2 2022$329,000
-18.2%
1,746
-1.2%
0.08%
-10.6%
Q1 2022$402,000
-5.9%
1,7670.0%0.09%
-8.7%
Q4 2021$427,000
+7.8%
1,767
-0.8%
0.10%
-4.6%
Q3 2021$396,000
-0.3%
1,7810.0%0.11%0.0%
Q2 2021$397,000
+10.0%
1,781
+2.0%
0.11%
-3.6%
Q1 2021$361,000
+48.6%
1,746
+39.8%
0.11%
+34.9%
Q4 2020$243,000
+14.1%
1,2490.0%0.08%
-2.4%
Q3 2020$213,000
+23.8%
1,249
+13.5%
0.08%
+18.1%
Q2 2020$172,000
+21.1%
1,1000.0%0.07%
+4.3%
Q1 2020$142,0001,1000.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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