KMG FIDUCIARY PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
KMG FIDUCIARY PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,657,290
-3.5%
7,802
+0.1%
0.22%
-1.4%
Q2 2023$1,717,829
+7.0%
7,798
-0.9%
0.22%
-3.5%
Q1 2023$1,605,949
+5.5%
7,868
-1.2%
0.23%
-8.0%
Q4 2022$1,522,790
-8.4%
7,965
-14.0%
0.25%
-21.9%
Q3 2022$1,662,000
-9.1%
9,261
-4.5%
0.32%
-6.2%
Q2 2022$1,829,000
-16.4%
9,699
+0.9%
0.34%
-2.6%
Q1 2022$2,188,000
-8.1%
9,611
-2.5%
0.35%
-4.9%
Q4 2021$2,380,000
+11.4%
9,856
+2.4%
0.37%
+1.1%
Q3 2021$2,137,000
+10.7%
9,625
+11.1%
0.36%
+6.7%
Q2 2021$1,930,000
+9.2%
8,660
+1.3%
0.34%
-1.2%
Q1 2021$1,768,000
+91.3%
8,553
+79.0%
0.34%
+76.9%
Q4 2020$924,0004,7780.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders