Personal Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Personal Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$450,000
-5.9%
1,9780.0%0.20%
-0.5%
Q4 2021$478,000
+62.6%
1,978
+49.4%
0.20%
+58.9%
Q3 2021$294,000
+1.7%
1,324
+2.1%
0.12%
+6.0%
Q2 2021$289,000
+7.8%
1,2970.0%0.12%
-3.3%
Q1 2021$268,000
+6.3%
1,2970.0%0.12%
+2.5%
Q4 2020$252,000
+9.1%
1,297
-4.2%
0.12%
-2.5%
Q3 2020$231,000
+1.8%
1,354
-6.5%
0.12%
-2.4%
Q2 2020$227,000
-3.0%
1,448
-20.3%
0.12%
-12.1%
Q1 2020$234,000
-21.2%
1,8170.0%0.14%
+10.2%
Q4 2019$297,000
+5.3%
1,817
-2.8%
0.13%
-1.5%
Q3 2019$282,000
-7.2%
1,870
-7.7%
0.13%
-10.3%
Q2 2019$304,000
-19.4%
2,026
-22.2%
0.14%
-27.5%
Q1 2019$377,0002,6050.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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