WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,144,842
-5.2%
14,806
-1.7%
1.27%
+4.4%
Q2 2023$3,318,005
+8.5%
15,063
+0.5%
1.22%
+1.9%
Q1 2023$3,057,547
+9.1%
14,981
+2.2%
1.19%
+5.0%
Q4 2022$2,802,676
+7.5%
14,659
+0.9%
1.14%
+1.0%
Q3 2022$2,608,000
-8.9%
14,532
-4.3%
1.13%
-3.9%
Q2 2022$2,864,000
-16.0%
15,186
+1.4%
1.17%
-2.4%
Q1 2022$3,411,000
-5.5%
14,982
+0.2%
1.20%
-3.5%
Q4 2021$3,608,000
+5.2%
14,945
-3.3%
1.24%
-3.2%
Q3 2021$3,430,000
+3.6%
15,448
+3.9%
1.29%
-0.6%
Q2 2021$3,311,000
+10.7%
14,861
+2.7%
1.29%
+0.7%
Q1 2021$2,990,000
+9.5%
14,467
+3.2%
1.28%
-2.4%
Q4 2020$2,730,000
+31.1%
14,024
+14.7%
1.32%
+12.3%
Q3 2020$2,082,000
+21.7%
12,223
+11.9%
1.17%
+11.7%
Q2 2020$1,711,000
+16.3%
10,928
-4.3%
1.05%
-6.8%
Q1 2020$1,471,000
-22.3%
11,415
-1.4%
1.13%
-4.4%
Q4 2019$1,894,000
+11.5%
11,576
+2.9%
1.18%
-3.0%
Q3 2019$1,698,000
+2.5%
11,245
+1.8%
1.22%
+3.7%
Q2 2019$1,657,000
+11.1%
11,041
+7786.4%
1.17%
-30.4%
Q1 2019$1,492,000
+19.2%
140
-98.6%
1.68%
+53.7%
Q4 2018$1,252,0009,8131.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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