Elwood & Goetz Wealth Advisory Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Elwood & Goetz Wealth Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,863,760
+7.8%
60,561
+11.8%
2.98%
+9.7%
Q2 2023$11,937,191
+6.8%
54,191
-1.1%
2.72%
+1.9%
Q1 2023$11,178,147
+5.0%
54,768
-1.6%
2.67%
-17.8%
Q4 2022$10,646,605
+7.0%
55,686
+0.4%
3.24%
-3.5%
Q3 2022$9,954,000
-4.4%
55,466
+0.5%
3.36%
-3.4%
Q2 2022$10,408,000
-20.4%
55,178
-4.0%
3.48%
-14.3%
Q1 2022$13,081,000
-8.6%
57,454
-3.1%
4.06%
-9.0%
Q4 2021$14,314,000
+8.7%
59,284
-0.0%
4.46%
-1.9%
Q3 2021$13,166,000
-6.6%
59,291
-6.3%
4.54%
-14.2%
Q2 2021$14,094,000
+3.1%
63,254
-4.4%
5.30%
-6.6%
Q1 2021$13,675,000
+4.3%
66,162
-1.8%
5.67%
-5.3%
Q4 2020$13,111,000
+11.3%
67,358
-2.7%
5.99%
-5.7%
Q3 2020$11,784,000
-9.6%
69,192
-17.0%
6.35%
-20.2%
Q2 2020$13,041,000
+19.5%
83,316
-1.6%
7.96%
-2.3%
Q1 2020$10,914,000
-15.0%
84,663
+7.8%
8.15%
-11.6%
Q4 2019$12,847,000
+16.5%
78,517
+7.5%
9.22%
+5.7%
Q3 2019$11,025,000
-0.8%
73,016
-1.4%
8.72%
-8.4%
Q2 2019$11,114,000
-1.4%
74,052
-4.9%
9.53%
-8.0%
Q1 2019$11,268,000
+11.3%
77,864
-1.9%
10.36%
-3.4%
Q4 2018$10,126,00079,34210.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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