Trek Financial, LLC - 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
Trek Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,623,767
-5.7%
26,476
-2.2%
0.51%
-2.1%
Q2 2023$5,960,997
+41.4%
27,061
+31.0%
0.52%
+33.6%
Q1 2023$4,215,327
+109.5%
20,653
+96.2%
0.39%
+95.5%
Q4 2022$2,012,079
+49.3%
10,524
+40.1%
0.20%
+41.5%
Q3 2022$1,348,000
+47.0%
7,510
+54.5%
0.14%
+51.1%
Q2 2022$917,000
+205.7%
4,860
+268.5%
0.09%
+261.5%
Q1 2022$300,000
-6.5%
1,319
-0.9%
0.03%
-13.3%
Q4 2021$321,000
+9.6%
1,331
+0.8%
0.03%0.0%
Q3 2021$293,000
+27.9%
1,321
+28.4%
0.03%
+20.0%
Q2 2021$229,0000.0%1,029
-12.5%
0.02%
-16.7%
Q4 2020$229,000
-5.8%
1,176
-17.6%
0.03%
-18.9%
Q3 2020$243,000
+18.5%
1,427
+8.8%
0.04%
+12.1%
Q2 2020$205,000
-45.0%
1,312
-42.5%
0.03%
-47.6%
Q4 2019$373,000
-51.7%
2,280
-55.5%
0.06%
-42.2%
Q3 2019$772,000
+99.5%
5,128
+98.8%
0.11%
+62.7%
Q2 2019$387,000
-7.0%
2,580
-10.3%
0.07%
-10.7%
Q1 2019$416,000
+40.1%
2,877
+23.7%
0.08%
+31.6%
Q4 2018$297,0002,3250.06%
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