Xcel Wealth Management, LLC - 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
Xcel Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$418,312
+7.9%
1,8990.0%0.13%
-2.9%
Q1 2023$387,586
+6.8%
1,8990.0%0.14%
-4.9%
Q4 2022$363,070
+19.0%
1,899
+11.8%
0.14%
+25.4%
Q3 2022$305,000
-4.7%
1,6990.0%0.11%
-2.6%
Q2 2022$320,000
-29.2%
1,699
-14.4%
0.12%
-5.6%
Q1 2022$452,000
-6.2%
1,984
-0.7%
0.12%0.0%
Q4 2021$482,000
+10.3%
1,998
+1.6%
0.12%
-2.4%
Q3 2021$437,000
-0.2%
1,9660.0%0.13%
-3.8%
Q2 2021$438,000
+4.5%
1,966
-3.1%
0.13%
-11.4%
Q1 2021$419,000
+6.3%
2,0280.0%0.15%
-12.4%
Q4 2020$394,000
+16.2%
2,028
+1.8%
0.17%
-2.3%
Q3 2020$339,000
+4.6%
1,993
-3.8%
0.17%
-13.4%
Q2 2020$324,000
+19.6%
2,071
-1.7%
0.20%
-17.6%
Q1 2020$271,000
-21.2%
2,1060.0%0.24%
-14.7%
Q4 2019$344,000
+22.0%
2,106
+12.6%
0.29%
+9.6%
Q3 2019$282,000
-40.8%
1,871
-41.1%
0.26%
-44.0%
Q2 2019$476,000
+3.7%
3,1750.0%0.47%
-1.5%
Q1 2019$459,000
+13.3%
3,1750.0%0.47%
-4.4%
Q4 2018$405,0003,1750.50%
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