EVOKE WEALTH, LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$117,880,978
+17.0%
554,960
+21.3%
4.15%
+18.5%
Q2 2023$100,752,399
+9.0%
457,383
+1.0%
3.50%
+4.0%
Q1 2023$92,413,006
+2.5%
452,783
-4.0%
3.36%
+3.2%
Q4 2022$90,155,007
+6.6%
471,547
+0.1%
3.26%
-4.5%
Q3 2022$84,566,000
+5.6%
471,197
+11.0%
3.42%
+15.3%
Q2 2022$80,067,000
-9.3%
424,489
+9.5%
2.96%
+2.5%
Q1 2022$88,286,000
+0.9%
387,782
+7.0%
2.89%
+4.7%
Q4 2021$87,498,000
+8.5%
362,400
-0.2%
2.76%
-8.9%
Q3 2021$80,674,000
+11.7%
363,299
+12.0%
3.03%
+10.6%
Q2 2021$72,245,000
+33.1%
324,231
+23.5%
2.74%
+11.6%
Q1 2021$54,278,000
+21.8%
262,608
+14.7%
2.45%
-18.4%
Q4 2020$44,560,000
+39.0%
228,934
+21.6%
3.01%
+15.7%
Q3 2020$32,068,000
+11.4%
188,293
+2.4%
2.60%
-6.9%
Q2 2020$28,795,000
-99.9%
183,959
+3.1%
2.79%
-14.8%
Q1 2020$23,010,952,000
+691.5%
178,504
+827.1%
3.28%
+814.8%
Q3 2019$2,907,354,00019,2540.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders