PRW Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,481 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.17 and the average weighting 2.6%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,163,310
+11.5%
25,130
+12.0%
1.97%
+8.7%
Q1 2023$4,629,578
-15.5%
22,441
-26.5%
1.81%
-30.6%
Q3 2022$5,478,000
-5.6%
30,521
-0.7%
2.61%
-23.4%
Q2 2022$5,800,000
-29.4%
30,750
-14.8%
3.41%
-6.5%
Q1 2022$8,216,000
-15.3%
36,089
-10.2%
3.64%
-19.3%
Q4 2021$9,705,000
+2.6%
40,198
-5.6%
4.52%
-4.7%
Q3 2021$9,460,000
+1744.1%
42,601
+1751.4%
4.74%
+3037.1%
Q2 2021$513,000
-94.3%
2,301
-94.7%
0.15%
-96.6%
Q1 2021$8,962,000
+4.7%
43,362
-1.4%
4.39%
-8.7%
Q4 2020$8,556,000
+2.4%
43,960
-10.4%
4.81%
-19.5%
Q3 2020$8,359,000
+0.9%
49,082
-7.3%
5.98%
-9.4%
Q2 2020$8,288,000
-24.2%
52,948
-37.5%
6.60%
-50.3%
Q1 2020$10,928,000
+27220.0%
84,770
+30283.5%
13.26%
+35745.9%
Q1 2019$40,000
+11.1%
2790.0%0.04%
-17.8%
Q4 2018$36,0002790.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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