Hillcrest Wealth Advisors - NY, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
Hillcrest Wealth Advisors - NY, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$254,892
-3.6%
1,2000.0%0.14%
-7.1%
Q2 2023$264,336
+7.9%
1,2000.0%0.16%
+7.6%
Q1 2023$244,920
+6.8%
1,2000.0%0.14%
+5.8%
Q4 2022$229,428
+6.7%
1,2000.0%0.14%
+0.7%
Q3 2022$215,000
-4.9%
1,2000.0%0.14%
-0.7%
Q2 2022$226,000
-17.2%
1,2000.0%0.14%
-9.3%
Q1 2022$273,000
-5.9%
1,2000.0%0.15%
-3.2%
Q4 2021$290,000
+9.0%
1,2000.0%0.16%
-1.3%
Q3 2021$266,000
-0.4%
1,2000.0%0.16%
-2.5%
Q2 2021$267,000
+7.7%
1,2000.0%0.16%
+7.3%
Q1 2021$248,000
+6.0%
1,2000.0%0.15%
-3.8%
Q4 2020$234,000
+14.7%
1,2000.0%0.16%
+8.3%
Q3 2020$204,000
-35.6%
1,200
-42.9%
0.14%
-46.9%
Q3 2019$317,000
+0.6%
2,1010.0%0.27%
+3.0%
Q2 2019$315,000
-9.2%
2,101
-12.5%
0.26%
-13.1%
Q1 2019$347,000
+13.4%
2,4010.0%0.30%
+7.4%
Q4 2018$306,0002,4010.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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