Arkadios Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,528,924
-48.7%
16,614
-46.8%
0.34%
-58.2%
Q2 2023$6,884,169
-12.9%
31,252
-19.3%
0.80%
-14.9%
Q1 2023$7,899,849
+2.7%
38,706
-3.8%
0.94%
-7.7%
Q4 2022$7,689,890
+125.0%
40,221
+111.3%
1.02%
+96.7%
Q3 2022$3,417,000
+12.1%
19,039
+17.9%
0.52%
+14.3%
Q2 2022$3,047,000
-47.0%
16,155
-36.0%
0.45%
-39.8%
Q1 2022$5,751,000
-5.3%
25,258
+0.4%
0.75%
-6.3%
Q4 2021$6,072,000
+12.7%
25,149
+3.6%
0.80%
+3.5%
Q3 2021$5,389,000
-13.7%
24,268
-13.5%
0.78%
+2.1%
Q2 2021$6,248,000
+17.4%
28,044
+8.9%
0.76%
-13.2%
Q1 2021$5,322,000
+7.3%
25,748
+1.0%
0.88%
-15.8%
Q4 2020$4,960,000
-95.7%
25,487
+3797.1%
1.04%
+1694.8%
Q3 2020$116,278,000
+398.9%
654
+354.2%
0.06%
+346.2%
Q2 2020$23,305,000
+211.2%
144
+148.3%
0.01%
+160.0%
Q1 2020$7,489,000
-24.7%
580.0%0.01%
-16.7%
Q4 2019$9,942,000580.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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