Beacon Financial Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$212,905
-2.0%
1,002
+1.6%
0.12%
-5.6%
Q2 2023$217,256
+8.0%
986
+0.1%
0.12%
-2.3%
Q1 2023$201,081
-28.4%
985
-37.1%
0.13%
-36.0%
Q3 2022$281,000
-91.8%
1,567
-91.4%
0.20%
-89.7%
Q2 2022$3,426,000
-30.8%
18,162
-16.5%
1.95%
-17.7%
Q1 2022$4,953,000
+4.8%
21,753
+11.1%
2.37%
+8.4%
Q4 2021$4,728,000
+21.2%
19,584
+11.5%
2.18%
+7.6%
Q3 2021$3,902,000
+5.8%
17,570
+6.2%
2.03%
+2.3%
Q2 2021$3,688,000
+33.2%
16,550
+23.6%
1.98%
+25.1%
Q1 2021$2,768,000
+62.5%
13,392
+53.1%
1.58%
+43.1%
Q4 2020$1,703,000
+297.9%
8,750
+247.8%
1.11%
+197.6%
Q3 2020$428,000
+12.0%
2,516
+2.8%
0.37%
-10.6%
Q2 2020$382,0002,4470.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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