Concentrum Wealth Management - 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
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 Q1 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 290,848$70,260,000100.00%
Rainwater Charitable Foundation 598,119$144,410,00092.19%
Adventist Health System/ West 1,951,152$471,086,00070.50%
Ebor Charitable Trust 143,554$34,660,00068.98%
Kinsale Capital Group, Inc. 337,078$81,384,00065.96%
AEGON USA Investment Management, LLC 962,312$232,341,00064.57%
VIEWPOINT INVESTMENT PARTNERS CORP 449,473$108,521,00061.34%
Monashee Investment Management LLC 1,017,700$245,713,00060.73%
Cabot-Wellington, LLC 521,455$125,900,15657.83%
Hernani LP 951,548$229,742,00052.37%
View complete list of VANGUARD INDEX FDS shareholders