Benchmark Financial Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
Benchmark Financial Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$27,076,608
-2.8%
127,473
+0.8%
12.73%
-1.5%
Q2 2023$27,857,318
+10.6%
126,463
+2.5%
12.91%
-0.2%
Q1 2023$25,176,927
-0.1%
123,356
-6.4%
12.94%
-5.7%
Q4 2022$25,206,274
+4.2%
131,839
-2.2%
13.71%
-3.7%
Q3 2022$24,200,000
-0.1%
134,840
+5.0%
14.24%
+14.7%
Q2 2022$24,230,000
-19.7%
128,458
-3.1%
12.42%
-3.1%
Q1 2022$30,172,000
-4.6%
132,526
+1.2%
12.82%
-3.0%
Q4 2021$31,618,000
+6.4%
130,956
-2.2%
13.22%
-6.5%
Q3 2021$29,730,000
-2.9%
133,883
-2.6%
14.13%
-3.3%
Q2 2021$30,614,000
+8.2%
137,392
+0.3%
14.61%
-5.4%
Q1 2021$28,300,000
-2.1%
136,918
-7.8%
15.44%
-3.0%
Q4 2020$28,918,000
+11.9%
148,572
-2.1%
15.91%
-4.4%
Q3 2020$25,839,000
+8.6%
151,720
-0.2%
16.65%
-4.9%
Q2 2020$23,803,000
+0.6%
152,065
-17.1%
17.50%
-26.5%
Q1 2020$23,653,000
-24.8%
183,482
-4.5%
23.81%
-8.5%
Q4 2019$31,440,000
+8.8%
192,150
+0.4%
26.02%
-8.2%
Q3 2019$28,908,000
+1.2%
191,440
+0.6%
28.34%
+1.7%
Q2 2019$28,575,000
+8.1%
190,387
+4.3%
27.88%
+1.0%
Q1 2019$26,426,000
+20.2%
182,616
+6.0%
27.60%
+1.3%
Q4 2018$21,982,000
-12.2%
172,230
+3.0%
27.25%
-12.4%
Q3 2018$25,035,000167,28931.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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