MorganRosel Wealth Management, 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
MorganRosel Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$45,868,665
-4.6%
215,944
-1.0%
19.15%
-2.3%
Q2 2023$48,056,725
+11.4%
218,162
+3.2%
19.60%
+6.5%
Q1 2023$43,146,128
+16.5%
211,397
+9.1%
18.41%
+7.9%
Q4 2022$37,048,989
+11.8%
193,781
+5.0%
17.06%
+2.7%
Q3 2022$33,131,000
+12.9%
184,606
+18.7%
16.62%
+5.9%
Q2 2022$29,343,000
-14.8%
155,566
+2.9%
15.70%
-5.9%
Q1 2022$34,421,000
+9.0%
151,190
+15.6%
16.68%
+8.6%
Q4 2021$31,590,000
+19.5%
130,840
+9.9%
15.36%
+6.4%
Q3 2021$26,446,000
+6.4%
119,094
+6.8%
14.44%
+3.6%
Q2 2021$24,845,000
+17.6%
111,501
+9.1%
13.94%
+4.7%
Q1 2021$21,127,000
+9.0%
102,218
+2.6%
13.31%
-2.4%
Q4 2020$19,389,000
+21.3%
99,617
+6.2%
13.64%
+6.1%
Q3 2020$15,978,000
+8.5%
93,815
-0.3%
12.86%
-5.6%
Q2 2020$14,727,000
+14.8%
94,084
-5.4%
13.62%
-6.9%
Q1 2020$12,827,000
-23.5%
99,502
-2.9%
14.63%
+14.9%
Q4 2019$16,768,000
+9.9%
102,481
+1.4%
12.73%
+1.7%
Q3 2019$15,257,000
-2.6%
101,042
-3.1%
12.52%
-2.9%
Q2 2019$15,658,000
+2.0%
104,323
-1.6%
12.90%
-1.0%
Q1 2019$15,348,000
+24.0%
106,058
+9.3%
13.02%
+1.6%
Q4 2018$12,381,00097,00612.81%
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