Sound View Wealth Advisors Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,481 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.17 and the average weighting 2.6%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,153,371
-3.3%
28,969
+0.3%
0.76%
-8.3%
Q2 2023$6,362,359
+2.1%
28,883
-5.4%
0.83%
-2.6%
Q1 2023$6,233,789
+98.9%
30,543
+86.3%
0.86%
+29.1%
Q4 2022$3,134,607
+2.7%
16,395
-3.6%
0.66%
-3.1%
Q3 2022$3,052,000
-5.0%
17,006
-0.2%
0.68%
+1.6%
Q2 2022$3,214,000
+69.0%
17,041
+104.0%
0.67%
+85.9%
Q1 2022$1,902,000
-5.7%
8,354
+0.1%
0.36%
-5.0%
Q4 2021$2,016,000
+25.5%
8,349
+15.5%
0.38%
+13.7%
Q3 2021$1,606,000
+39.4%
7,231
+39.8%
0.34%
+38.4%
Q2 2021$1,152,000
+8.5%
5,171
+0.7%
0.24%
-2.0%
Q1 2021$1,062,000
+6.1%
5,136
-0.2%
0.25%
+0.8%
Q4 2020$1,001,000
+14.8%
5,145
+0.5%
0.24%
+6.5%
Q3 2020$872,000
+53.3%
5,119
+40.9%
0.23%
+43.8%
Q2 2020$569,000
+22.6%
3,633
+0.9%
0.16%0.0%
Q1 2020$464,000
+58.4%
3,599
+100.8%
0.16%
+92.8%
Q4 2019$293,000
+1.7%
1,792
-6.2%
0.08%
-3.5%
Q3 2019$288,000
-25.6%
1,910
-25.9%
0.09%
-24.6%
Q2 2019$387,0002,5790.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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