GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,312 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 2.4%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,444,002
-9.6%
86,833
-6.2%
0.76%
-10.5%
Q2 2023$20,395,769
+3.8%
92,592
-3.9%
0.86%
-6.8%
Q1 2023$19,657,852
+4.3%
96,314
-2.3%
0.92%
-4.8%
Q4 2022$18,842,633
+24.0%
98,553
+16.4%
0.96%
+13.2%
Q3 2022$15,199,000
-5.8%
84,693
-1.0%
0.85%
-4.1%
Q2 2022$16,137,000
+104.3%
85,554
+146.8%
0.89%
+92.8%
Q1 2022$7,897,000
+5.2%
34,666
+11.4%
0.46%
-0.9%
Q4 2021$7,509,000
+10.4%
31,125
+1.6%
0.46%
-1.1%
Q3 2021$6,801,000
+5.4%
30,626
+5.6%
0.47%
-1.7%
Q2 2021$6,455,000
+127.6%
28,990
+111.3%
0.48%
+74.7%
Q1 2021$2,836,000
+29.4%
13,720
+21.9%
0.27%
+20.3%
Q4 2020$2,191,000
+35.8%
11,256
+18.8%
0.23%
+14.6%
Q3 2020$1,613,000
+38.1%
9,471
+26.8%
0.20%
+3.7%
Q2 2020$1,168,000
+32.7%
7,467
+9.4%
0.19%
-18.0%
Q1 2020$880,000
-25.7%
6,826
-5.7%
0.23%
-11.7%
Q4 2019$1,184,000
+7.7%
7,235
-0.7%
0.26%
-0.4%
Q3 2019$1,099,000
+27.3%
7,283
+26.8%
0.26%
+22.1%
Q2 2019$863,000
+65.6%
5,745
+59.6%
0.22%
+30.7%
Q1 2019$521,0003,5990.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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