Avion Wealth - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Avion Wealth ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,585
-4.0%
68,667
-0.4%
4.16%
+4.7%
Q2 2023$15,190
+14.3%
68,962
-0.8%
3.98%
+9.7%
Q1 2023$13,292
+10.4%
69,527
+3.6%
3.63%
-3.2%
Q4 2022$12,039
-99.9%
67,0830.0%3.75%
+0.1%
Q3 2022$12,039,000
-4.8%
67,083
+0.1%
3.74%
-4.6%
Q2 2022$12,641,000
-15.1%
67,018
+2.5%
3.92%
-8.4%
Q1 2022$14,882,000
-8.1%
65,366
-2.6%
4.28%
-6.5%
Q4 2021$16,197,000
+7.5%
67,087
-1.1%
4.58%
+0.2%
Q3 2021$15,068,000
-1.0%
67,854
-0.7%
4.57%
-1.4%
Q2 2021$15,220,000
+3.1%
68,305
-4.4%
4.64%
-10.1%
Q1 2021$14,767,000
-2.5%
71,447
-8.2%
5.16%
+8.3%
Q4 2020$15,145,000
+18.8%
77,811
+3.9%
4.76%
+11.1%
Q3 2020$12,751,000
+6.2%
74,872
-2.3%
4.29%
+2.7%
Q2 2020$12,002,000
+19.4%
76,672
-1.6%
4.18%
-2.9%
Q1 2020$10,048,000
+14.5%
77,942
+45.4%
4.30%
-45.2%
Q4 2019$8,773,000
+5.5%
53,620
-2.6%
7.85%
-1.2%
Q3 2019$8,316,00055,0707.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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