VERITY Wealth Advisors - 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
VERITY Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$28,693,306
+12.3%
120,957
+0.5%
24.66%
+2.5%
Q3 2023$25,559,926
-4.2%
120,333
-0.7%
24.05%
+0.4%
Q2 2023$26,688,027
+12.2%
121,155
+4.0%
23.97%
+8.7%
Q1 2023$23,783,326
+6.8%
116,528
+0.0%
22.05%
+0.9%
Q4 2022$22,276,494
+4.4%
116,515
-2.0%
21.86%
-0.1%
Q3 2022$21,336,000
-4.4%
118,882
+0.5%
21.89%
+0.9%
Q2 2022$22,316,000
-12.9%
118,312
+5.1%
21.68%
-4.3%
Q1 2022$25,633,000
-2.5%
112,589
+3.4%
22.65%
+3.7%
Q4 2021$26,294,000
+6.6%
108,903
-2.0%
21.84%
-1.0%
Q3 2021$24,666,000
+0.5%
111,077
+0.8%
22.06%
-1.0%
Q2 2021$24,549,000
-6.9%
110,172
-13.6%
22.27%
-4.6%
Q1 2021$26,369,000
+2.8%
127,578
-3.2%
23.34%
+0.1%
Q4 2020$25,655,000
+17.6%
131,805
+2.9%
23.33%
+4.7%
Q3 2020$21,819,000
+7.8%
128,111
-1.0%
22.28%
+3.0%
Q2 2020$20,249,000
+85.6%
129,365
+52.9%
21.64%
+46.0%
Q1 2020$10,908,000
-27.3%
84,620
-7.7%
14.82%
+2.6%
Q4 2019$15,006,000
+2.0%
91,716
-5.9%
14.45%
-0.3%
Q3 2019$14,716,000
+0.6%
97,456
+0.0%
14.49%
+0.7%
Q2 2019$14,622,000
+0.9%
97,423
-2.7%
14.38%
-2.9%
Q1 2019$14,494,000
+13.4%
100,161
-0.0%
14.81%
+0.7%
Q4 2018$12,785,000100,17214.71%
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