BCS Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
BCS Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$945
-27.1%
4,451
-29.9%
0.39%
-32.9%
Q1 2023$1,297
+8.4%
6,354
+1.6%
0.59%
+17.0%
Q4 2022$1,196
-99.8%
6,257
+41.2%
0.50%
+34.0%
Q3 2022$795,000
+3.8%
4,430
+9.1%
0.37%
+10.0%
Q2 2022$766,000
-16.3%
4,060
+1.0%
0.34%
-10.3%
Q1 2022$915,000
-11.0%
4,019
-5.6%
0.38%
+2.7%
Q4 2021$1,028,000
+19.0%
4,259
+9.4%
0.37%
+0.5%
Q3 2021$864,000
+44.7%
3,893
+34.8%
0.37%
+29.7%
Q1 2021$597,000
+7.6%
2,887
+1.2%
0.28%
-1.7%
Q4 2020$555,000
+20.9%
2,853
+5.9%
0.29%
+11.2%
Q3 2020$459,000
+8.8%
2,6940.0%0.26%
+2.4%
Q2 2020$422,000
+21.6%
2,694
+0.1%
0.25%
+4.1%
Q1 2020$347,000
-15.8%
2,690
+6.8%
0.24%
-11.6%
Q4 2019$412,0002,5190.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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