Concentrum Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,303 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.18 and the average weighting 2.4%.

Quarter-by-quarter ownership
Concentrum Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$936,933
-3.6%
4,4110.0%0.57%
-8.8%
Q2 2023$971,648
+250.8%
4,411
+225.3%
0.62%
+203.4%
Q1 2023$276,957
+6.8%
1,3560.0%0.20%
-11.6%
Q4 2022$259,438
+6.3%
1,356
-0.1%
0.23%
+8.9%
Q3 2022$244,000
-4.7%
1,3570.0%0.21%
+1.4%
Q2 2022$256,000
-17.2%
1,3570.0%0.21%
+9.4%
Q1 2022$309,000
-5.8%
1,3570.0%0.19%
+12.3%
Q4 2021$328,000
+12.3%
1,357
+3.2%
0.17%
-6.6%
Q3 2021$292,000
+10.6%
1,315
+11.1%
0.18%
+8.3%
Q2 2021$264,000
+7.8%
1,1840.0%0.17%
-8.6%
Q1 2021$245,000
+6.5%
1,1840.0%0.18%
+1.6%
Q4 2020$230,000
+13.9%
1,1840.0%0.18%
-5.7%
Q3 2020$202,000
-11.0%
1,184
-14.8%
0.19%
-24.6%
Q4 2019$227,000
+6.1%
1,389
-2.1%
0.26%
-5.2%
Q3 2019$214,000
+0.5%
1,4190.0%0.27%
+5.9%
Q2 2019$213,000
+3.9%
1,4190.0%0.26%
-5.6%
Q1 2019$205,0001,4190.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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