Western Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,541,375
-4.7%
54,335
-1.2%
0.98%
-5.6%
Q2 2023$12,114,346
+10.7%
54,995
+2.6%
1.03%
+1.5%
Q1 2023$10,940,526
+8.1%
53,604
+1.3%
1.02%
-1.5%
Q4 2022$10,119,136
-45.7%
52,926
-48.6%
1.03%
-3.2%
Q3 2022$18,648,000
-5.2%
103,037
-0.9%
1.07%
-5.4%
Q2 2022$19,671,000
-18.5%
103,975
-1.9%
1.13%
-3.7%
Q1 2022$24,144,000
+118.1%
106,041
+131.0%
1.17%
+7.2%
Q4 2021$11,072,000
-9.8%
45,903
-16.7%
1.09%
-13.4%
Q2 2021$12,276,000
+48.2%
55,105
+37.5%
1.26%
+13.3%
Q1 2021$8,285,000
+4.9%
40,084
-1.3%
1.11%
-4.0%
Q4 2020$7,901,000
-1.1%
40,592
-13.4%
1.16%
-11.1%
Q3 2020$7,988,000
+8.1%
46,876
-0.6%
1.30%
-2.6%
Q2 2020$7,388,000
+17.8%
47,169
-2.9%
1.34%
-6.8%
Q1 2020$6,271,000
-44.6%
48,587
-29.8%
1.44%
-16.2%
Q4 2019$11,329,000
-1.3%
69,242
-9.0%
1.72%
-28.1%
Q3 2019$11,481,000
-10.1%
76,126
-10.5%
2.39%
+42.4%
Q2 2019$12,777,000
+5.1%
85,082
+1.2%
1.68%
-38.0%
Q1 2019$12,158,000
+18.7%
84,081
+4.8%
2.71%
-1.8%
Q4 2018$10,245,00080,2482.76%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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