Selective Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$2,173,141
+124.3%
9,336
+102.9%
1.09%
+105.6%
Q3 2023$968,997
-3.4%
4,602
+0.5%
0.53%
+6.4%
Q2 2023$1,002,974
+1946.9%
4,580
+1571.5%
0.50%
+2281.0%
Q3 2022$49,000
-7.5%
274
-2.1%
0.02%
+10.5%
Q2 2022$53,000
-17.2%
2800.0%0.02%
-17.4%
Q1 2022$64,000
-3.0%
280
+1.8%
0.02%
-14.8%
Q4 2021$66,000
+73.7%
275
+61.8%
0.03%
+35.0%
Q3 2021$38,000
+31.0%
170
+19.7%
0.02%
-23.1%
Q1 2021$29,000
+3.6%
1420.0%0.03%
+44.4%
Q4 2020$28,000
+16.7%
1420.0%0.02%
-5.3%
Q3 2020$24,000
-36.8%
142
-42.0%
0.02%
-38.7%
Q2 2020$38,000
+18.8%
2450.0%0.03%
-38.0%
Q1 2020$32,000
-20.0%
2450.0%0.05%
+4.2%
Q4 2019$40,000
+8.1%
245
+0.4%
0.05%
-5.9%
Q3 2019$37,0002440.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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