Valtinson Bruner Financial Planning LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Valtinson Bruner Financial Planning LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,134,832
-3.4%
5,343
+0.2%
0.62%
-1.9%
Q2 2023$1,174,520
+8.4%
5,332
+0.5%
0.63%
+2.4%
Q1 2023$1,083,189
+2.8%
5,307
-1.0%
0.62%
+1.5%
Q4 2022$1,054,084
+9.8%
5,361
+0.3%
0.61%
+2.9%
Q3 2022$960,000
-4.6%
5,347
+0.2%
0.59%
-3.4%
Q2 2022$1,006,000
-14.4%
5,335
+0.2%
0.61%
-8.9%
Q1 2022$1,175,000
+20.3%
5,326
+31.6%
0.67%
+25.8%
Q4 2021$977,000
+25.6%
4,048
+21.9%
0.54%
+25.3%
Q3 2021$778,000
+7.8%
3,322
+4.3%
0.43%
+3.6%
Q2 2021$722,000
+4.9%
3,184
+0.3%
0.41%
+1.7%
Q1 2021$688,000
+9.6%
3,176
+0.3%
0.40%
+2.8%
Q4 2020$628,000
+15.2%
3,165
-2.0%
0.39%
+3.1%
Q3 2020$545,000
-81.2%
3,231
-81.1%
0.38%
-81.4%
Q2 2020$2,896,000
+547.9%
17,055
+443.7%
2.06%
+470.1%
Q1 2020$447,0003,1370.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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