LPWM LLC - 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
LPWM LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,360,818
+7.0%
6,415
+11.4%
0.61%
+9.1%
Q2 2023$1,272,377
+7.3%
5,759
-0.9%
0.56%
-1.6%
Q1 2023$1,185,882
+3.7%
5,810
-0.6%
0.57%
-7.3%
Q4 2022$1,143,102
-17.3%
5,843
-24.1%
0.62%
-25.4%
Q3 2022$1,382,000
-0.3%
7,698
+8.1%
0.82%
+6.6%
Q2 2022$1,386,000
-13.9%
7,121
-0.3%
0.77%
-3.6%
Q1 2022$1,610,000
-6.2%
7,143
+0.5%
0.80%
-11.9%
Q4 2021$1,716,000
+13.4%
7,106
+5.7%
0.91%
+1.2%
Q3 2021$1,513,000
+2.4%
6,723
+2.7%
0.90%
+1.4%
Q2 2021$1,478,000
+5.9%
6,545
-1.8%
0.89%
-5.4%
Q1 2021$1,395,000
+19.8%
6,664
+11.4%
0.94%
+7.9%
Q4 2020$1,164,000
-11.3%
5,980
-21.7%
0.87%
-18.4%
Q3 2020$1,312,000
+10.4%
7,642
+0.7%
1.06%
-1.8%
Q2 2020$1,188,000
+24.8%
7,588
+2.7%
1.08%
+4.5%
Q1 2020$952,000
-34.9%
7,385
-17.4%
1.04%
-23.4%
Q4 2019$1,463,0008,9411.35%
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