Waterfront Wealth Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$288,552
-7.1%
1,386
+1.3%
0.09%
+2.2%
Q2 2023$310,579
+10.0%
1,368
-1.1%
0.09%0.0%
Q1 2023$282,346
+1.4%
1,383
+1.3%
0.09%
-4.2%
Q4 2022$278,420
-10.2%
1,365
-15.1%
0.10%
-18.6%
Q3 2022$310,000
+17.4%
1,607
+14.9%
0.12%
+10.3%
Q2 2022$264,000
-13.7%
1,398
+2.8%
0.11%
-0.9%
Q1 2022$306,000
-5.3%
1,360
+1.7%
0.11%
-15.6%
Q4 2021$323,000
+12.9%
1,337
+3.9%
0.13%
-7.2%
Q3 2021$286,000
+6.7%
1,287
+7.0%
0.14%
+8.7%
Q2 2021$268,000
+18.6%
1,203
+11.3%
0.13%
+11.4%
Q1 2021$226,0001,0810.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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