CCG WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
CCG WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,482,345
-1.0%
25,810
+2.6%
3.59%
+3.2%
Q2 2023$5,539,704
+7.5%
25,148
-0.4%
3.48%
+2.0%
Q1 2023$5,155,476
+36.8%
25,260
+28.2%
3.41%
+62.9%
Q4 2022$3,768,408
+15.2%
19,710
+8.1%
2.09%
+4.8%
Q3 2022$3,272,000
-0.2%
18,233
+4.9%
2.00%
+8.2%
Q2 2022$3,277,000
-10.1%
17,375
+8.5%
1.85%
+3.4%
Q1 2022$3,644,000
+91.0%
16,008
+102.6%
1.79%
+79.5%
Q4 2021$1,908,000
+8.7%
7,9030.0%1.00%
-2.1%
Q3 2021$1,755,000
-2.6%
7,903
-2.3%
1.02%
-27.4%
Q2 2021$1,802,000
+7.8%
8,0870.0%1.40%
-15.0%
Q1 2021$1,672,000
+6.2%
8,0870.0%1.65%
-0.7%
Q4 2020$1,574,000
+14.3%
8,0870.0%1.66%
+28.6%
Q3 2020$1,377,000
+8.8%
8,0870.0%1.29%
+9.3%
Q2 2020$1,266,000
+21.0%
8,087
-0.3%
1.18%
+17.4%
Q1 2020$1,046,000
-29.8%
8,115
-11.0%
1.00%
+6.5%
Q4 2019$1,491,000
+8.0%
9,115
-0.3%
0.94%
+0.2%
Q3 2019$1,381,000
+1.2%
9,145
+0.6%
0.94%
-3.3%
Q2 2019$1,364,000
+43.6%
9,087
+38.4%
0.97%
+27.8%
Q1 2019$950,000
+15.2%
6,564
+1.5%
0.76%
-5.1%
Q4 2018$825,0006,4670.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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