WADDELL & ASSOCIATES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
WADDELL & ASSOCIATES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$571,599
-3.6%
2,6910.0%0.08%
-3.4%
Q2 2023$592,721
+7.9%
2,6910.0%0.09%
+1.2%
Q1 2023$549,132
+6.8%
2,691
+0.0%
0.09%0.0%
Q4 2022$514,347
+7.2%
2,690
+0.5%
0.09%
-7.5%
Q3 2022$480,000
-5.0%
2,6770.0%0.09%
-9.7%
Q2 2022$505,000
-17.1%
2,677
+0.0%
0.10%
+5.1%
Q1 2022$609,000
-6.3%
2,676
-0.6%
0.10%
-4.9%
Q4 2021$650,000
+9.4%
2,692
+0.6%
0.10%
+2.0%
Q3 2021$594,000
-0.3%
2,6760.0%0.10%
+12.2%
Q2 2021$596,000
+68.4%
2,676
+28.8%
0.09%
-6.2%
Q3 2020$354,000
+8.9%
2,0780.0%0.10%
-1.0%
Q2 2020$325,0002,0780.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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