KMG FIDUCIARY PARTNERS, 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
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 Q4 2021
NameSharesValueWeighting ↓
Allworth Financial LP 1,408,787$135,131,00066.86%
Portfolio Solutions, LLC 3,590,280$344,380,00055.56%
Simon Charitable Public LLC 746,035$71,560,00051.22%
WEALTHCARE CAPITAL MANAGEMENT LLC 2,866,820$274,985,00045.96%
Gibson Capital, LLC 1,195,554$114,677,00043.46%
Novo Holdings A/S 5,958,200$571,510,00042.64%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1,140,138$109,362,00039.68%
Truepoint, Inc. 2,002,010$192,033,00038.02%
Cranberry Lake Advisors LLC 570,000$54,674,00037.99%
FIRST BUSINESS FINANCIAL SERVICES, INC. 832,425$79,846,00033.23%
View complete list of VANGUARD INDEX FDS shareholders