Evergreen Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,312 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 2.4%.

Quarter-by-quarter ownership
Evergreen Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$801,588
-3.2%
3,774
+0.4%
0.29%
-1.4%
Q2 2023$828,165
+0.3%
3,760
-7.0%
0.29%
-4.6%
Q1 2023$825,658
+7.2%
4,045
+0.4%
0.31%
+0.3%
Q4 2022$770,391
+5.4%
4,029
-1.1%
0.31%
-0.6%
Q3 2022$731,000
-4.4%
4,072
+0.4%
0.31%0.0%
Q2 2022$765,000
-16.8%
4,054
+0.4%
0.31%
-4.6%
Q1 2022$919,000
-5.5%
4,038
+0.3%
0.32%
-2.7%
Q4 2021$972,000
+9.1%
4,026
+0.4%
0.33%
+4.7%
Q3 2021$891,000
-0.1%
4,011
-7.0%
0.32%
-18.1%
Q2 2021$892,0000.0%4,3150.0%0.39%
+13.2%
Q1 2021$892,000
+6.6%
4,315
+0.3%
0.34%
-0.6%
Q4 2020$837,000
+15.1%
4,301
+0.8%
0.34%
+3.6%
Q3 2020$727,000
+9.3%
4,267
+0.4%
0.33%
+3.1%
Q2 2020$665,000
+22.0%
4,248
+0.5%
0.32%
+5.2%
Q1 2020$545,000
-21.5%
4,227
-0.4%
0.31%
-22.1%
Q4 2019$694,000
+8.9%
4,242
+0.5%
0.39%
+1.0%
Q3 2019$637,000
+1.1%
4,219
+0.5%
0.39%
-1.5%
Q2 2019$630,000
+4.0%
4,200
+0.4%
0.40%
-22.5%
Q1 2019$606,000
+14.1%
4,185
+0.6%
0.51%
-3.2%
Q4 2018$531,0004,1620.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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