HOWARD WEALTH MANAGEMENT, LLC - 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
HOWARD WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,805,061
-2.0%
8,498
+1.6%
1.66%
+4.2%
Q2 2023$1,841,981
+10.0%
8,362
+1.9%
1.60%
+14.4%
Q1 2023$1,674,668
+8.5%
8,205
+1.6%
1.40%
+10.3%
Q4 2022$1,543,862
+5.9%
8,075
-0.6%
1.27%
+22.7%
Q3 2022$1,458,000
+214.2%
8,124
+230.1%
1.03%
+109.8%
Q2 2022$464,000
-74.1%
2,461
-68.7%
0.49%
-49.5%
Q1 2022$1,790,000
-6.2%
7,863
-0.6%
0.98%
-3.2%
Q4 2021$1,909,000
+9.0%
7,908
+0.3%
1.01%
+2.9%
Q3 2021$1,751,000
+0.3%
7,887
+0.7%
0.98%
+2.0%
Q2 2021$1,745,000
+9.0%
7,835
+1.1%
0.96%
+2.6%
Q1 2021$1,601,000
+6.6%
7,749
+0.4%
0.94%0.0%
Q4 2020$1,502,000
+11.3%
7,720
-2.6%
0.94%
-2.7%
Q3 2020$1,349,000
-5.7%
7,925
-13.3%
0.96%
-17.6%
Q2 2020$1,430,000
+14.3%
9,138
-5.9%
1.17%
-11.2%
Q1 2020$1,251,000
-23.1%
9,712
-2.4%
1.32%
-3.2%
Q4 2019$1,627,0009,9461.36%
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