KMG FIDUCIARY PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

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 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