CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,461,552
-5.0%
82,207
-1.5%
1.60%
+2.4%
Q2 2023$18,384,339
-17.4%
83,459
-23.4%
1.57%
-19.5%
Q1 2023$22,246,629
-4.6%
108,999
+5341.8%
1.95%
-78.6%
Q4 2022$23,315,935
+18.0%
2,003
-98.2%
9.07%
-54.3%
Q3 2022$19,763,000
-15.2%
109,777
-9.9%
19.85%
+830.3%
Q2 2022$23,292,000
+21.7%
121,842
+53.7%
2.13%
+42.8%
Q4 2021$19,142,000
+27.5%
79,282
+17.2%
1.49%
+18.5%
Q3 2021$15,016,000
+14.8%
67,623
+15.2%
1.26%
+13.2%
Q2 2021$13,081,000
+6.2%
58,704
+3.0%
1.11%
+88.2%
Q1 2021$12,323,000
-27.5%
56,974
-40.6%
0.59%
-62.3%
Q4 2020$16,986,000
+13.0%
95,959
+8.8%
1.57%
+0.6%
Q3 2020$15,031,000
+3.4%
88,230
-5.0%
1.56%
-2.5%
Q2 2020$14,537,000
+14.0%
92,870
-6.1%
1.60%
-1.7%
Q1 2020$12,756,000
-32.0%
98,953
-13.7%
1.63%
-18.3%
Q4 2019$18,769,000114,7091.99%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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