Pasadena Private Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Pasadena Private Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$314,118
-2.7%
1,479
+0.9%
0.09%
+3.3%
Q2 2023$322,893
+7.9%
1,4660.0%0.09%
+4.6%
Q1 2023$299,175
+7.2%
1,466
+0.4%
0.09%
+1.2%
Q4 2022$279,142
+7.0%
1,460
+0.4%
0.09%
-6.5%
Q3 2022$261,000
-4.4%
1,454
+0.4%
0.09%
-1.1%
Q2 2022$273,000
-16.8%
1,448
+0.5%
0.09%
-13.1%
Q1 2022$328,000
-5.5%
1,441
+0.3%
0.11%
-6.1%
Q4 2021$347,000
+9.1%
1,437
+0.3%
0.11%
+2.7%
Q3 2021$318,0000.0%1,432
+0.4%
0.11%
+1.8%
Q2 2021$318,000
+8.2%
1,427
+0.3%
0.11%
+2.8%
Q1 2021$294,0001,4230.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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