Outlook Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,538 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.50 and the average weighting 2.6%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,446,030
-4.0%
6,808
-0.4%
0.55%
-3.0%
Q2 2023$1,505,891
+4.7%
6,836
-3.0%
0.57%
-11.0%
Q1 2023$1,437,618
-3.3%
7,044
-9.4%
0.64%
-9.5%
Q4 2022$1,486,114
-25.8%
7,773
-31.0%
0.71%
-21.5%
Q3 2022$2,004,000
-5.3%
11,271
+0.4%
0.90%
+3.8%
Q2 2022$2,117,000
-20.8%
11,226
-4.3%
0.87%
-3.1%
Q1 2022$2,672,000
-7.8%
11,736
-2.2%
0.89%
+5.1%
Q4 2021$2,897,000
+38.2%
11,997
+27.1%
0.85%
+24.2%
Q3 2021$2,096,000
+5.6%
9,440
+6.0%
0.68%
+7.9%
Q2 2021$1,985,000
+30.6%
8,906
+21.1%
0.64%
+20.3%
Q1 2021$1,520,000
+22.9%
7,352
+15.7%
0.53%
+17.3%
Q4 2020$1,237,000
-4.6%
6,353
-16.6%
0.45%
-12.8%
Q3 2020$1,297,000
+56.3%
7,613
+43.5%
0.52%
+46.6%
Q2 2020$830,000
+293.4%
5,305
+224.5%
0.35%
+195.8%
Q1 2020$211,000
-71.9%
1,635
-64.4%
0.12%
-71.9%
Q4 2019$751,0004,5890.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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