BT Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
BT Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$1,756,000
-17.2%
9,3120.0%0.49%
-10.7%
Q1 2022$2,120,000
-6.1%
9,312
-0.4%
0.55%
-9.5%
Q4 2021$2,258,000
+8.7%
9,3540.0%0.61%
-5.4%
Q3 2021$2,077,000
-19.8%
9,354
-19.5%
0.64%
-17.8%
Q2 2021$2,590,000
+7.8%
11,6230.0%0.78%
-1.8%
Q1 2021$2,402,000
+6.2%
11,623
+0.0%
0.80%
-5.0%
Q4 2020$2,262,000
+14.7%
11,622
+0.4%
0.84%
-1.9%
Q3 2020$1,972,000
+8.9%
11,580
+0.1%
0.86%
-6.6%
Q2 2020$1,811,000
+14.9%
11,568
-5.4%
0.92%
+1.8%
Q1 2020$1,576,00012,2250.90%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders