Bernardo Wealth Planning LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$826,648
-4.5%
3,892
-0.9%
0.33%
-5.2%
Q2 2023$865,558
+7.9%
3,929
+0.0%
0.34%
+0.3%
Q1 2023$801,824
+6.9%
3,928
+0.1%
0.34%
-2.0%
Q4 2022$750,344
-20.3%
3,924
-21.9%
0.35%
-34.1%
Q3 2022$942,000
-7.9%
5,026
-7.4%
0.53%
-8.7%
Q2 2022$1,023,000
+15.5%
5,425
+39.3%
0.58%
+32.7%
Q1 2022$886,000
-6.9%
3,894
-1.2%
0.44%
-5.4%
Q4 2021$952,000
+14.0%
3,943
+4.8%
0.46%
-4.1%
Q3 2021$835,000
-0.4%
3,762
+0.0%
0.48%
-3.6%
Q2 2021$838,000
-5.3%
3,761
-12.2%
0.50%
-10.7%
Q1 2021$885,000
+5.5%
4,282
-0.7%
0.56%
+73.8%
Q4 2020$839,000
+9.8%
4,313
-3.9%
0.32%
-5.5%
Q3 2020$764,000
+28.8%
4,487
+18.3%
0.34%
+7.9%
Q2 2020$593,000
+21.5%
3,7920.0%0.32%
-6.2%
Q1 2020$488,000
-24.2%
3,792
-3.7%
0.34%
-13.3%
Q4 2019$644,000
+20.4%
3,936
+11.1%
0.39%
+1.0%
Q3 2019$535,000
+0.4%
3,544
-0.2%
0.39%
-7.2%
Q2 2019$533,000
+3.7%
3,5510.0%0.42%
+2.5%
Q1 2019$514,000
+14.0%
3,551
+0.4%
0.41%
+2.0%
Q4 2018$451,0003,5370.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders