Selective Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 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 Q3 2021
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