Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,277 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.31 and the average weighting 2.4%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$128,296
-3.6%
6040.0%0.15%
-18.6%
Q2 2023$133,049
+7.9%
6040.0%0.18%
-1.6%
Q1 2023$123,276
-20.4%
604
-25.4%
0.19%
-26.8%
Q4 2022$154,864
+6.8%
8100.0%0.25%
-11.5%
Q3 2022$145,000
-17.6%
810
-13.2%
0.29%
-12.5%
Q2 2022$176,000
-38.9%
933
-26.1%
0.33%
-24.6%
Q1 2022$288,000
-24.0%
1,263
-19.5%
0.44%
-17.9%
Q4 2021$379,000
+7.7%
1,569
-1.0%
0.53%
+1.1%
Q3 2021$352,000
-0.3%
1,5850.0%0.52%
+0.6%
Q2 2021$353,000
-11.8%
1,585
-18.0%
0.52%
-13.6%
Q1 2021$400,000
-15.4%
1,933
-20.4%
0.60%
-18.8%
Q4 2020$473,000
+13.4%
2,428
-0.8%
0.74%
-48.4%
Q3 2020$417,000
-15.6%
2,448
-22.4%
1.44%
-20.4%
Q2 2020$494,000
-55.7%
3,156
-63.5%
1.81%
-59.3%
Q1 2020$1,114,000
-24.5%
8,644
-4.2%
4.44%
-1.7%
Q4 2019$1,476,000
+7.5%
9,019
-0.8%
4.51%
-0.1%
Q3 2019$1,373,000
-26.5%
9,090
-26.9%
4.52%
-14.4%
Q2 2019$1,867,000
+1.6%
12,440
-2.0%
5.28%
-15.3%
Q1 2019$1,837,000
+4.2%
12,6970.0%6.23%
+7.3%
Q4 2018$1,763,00012,6975.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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