TRANSCEND CAPITAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

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Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,957,687
-1.5%
23,340
+2.1%
0.48%
+0.6%
Q2 2023$5,035,158
+11.0%
22,858
+2.9%
0.48%
+1.5%
Q1 2023$4,535,120
+9.5%
22,220
+2.6%
0.47%
+5.1%
Q4 2022$4,141,053
+1.6%
21,659
-4.6%
0.45%
-0.2%
Q3 2022$4,077,000
+20.7%
22,715
+26.9%
0.45%
+28.5%
Q2 2022$3,377,000
-11.4%
17,906
+6.9%
0.35%
+2.9%
Q1 2022$3,813,000
+19.4%
16,748
+26.6%
0.34%
+20.9%
Q4 2021$3,194,000
+4.2%
13,230
+1.8%
0.28%
+2.5%
Q3 2021$3,064,000
-14.5%
13,000
-19.2%
0.28%
-46.6%
Q2 2021$3,584,000
+33.8%
16,099
+24.3%
0.52%
+59.9%
Q1 2021$2,678,000
+10.3%
12,949
+3.8%
0.32%
+0.9%
Q4 2020$2,428,000
+52.0%
12,475
+33.0%
0.32%
+9.6%
Q3 2020$1,597,000
+11.7%
9,378
-15.5%
0.29%
-32.2%
Q1 2020$1,430,000
-38.8%
11,093
-22.3%
0.43%
-31.8%
Q4 2019$2,335,000–14,269–0.63%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 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