LWS Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
LWS Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$279,000
-4.1%
1,315
-0.6%
0.12%
-0.8%
Q2 2023$291,000
+8.6%
1,323
+0.9%
0.12%
+11.8%
Q1 2023$268,000
+0.8%
1,311
-5.8%
0.11%
-0.9%
Q4 2022$265,863
+5.9%
1,391
-0.4%
0.11%
+15.6%
Q3 2022$251,000
-8.4%
1,397
-3.9%
0.10%
-25.6%
Q2 2022$274,000
-14.4%
1,454
+3.5%
0.13%
-5.1%
Q1 2022$320,000
-5.6%
1,405
+0.1%
0.14%
-2.2%
Q4 2021$339,000
+4.3%
1,403
-4.2%
0.14%
-2.1%
Q3 2021$325,000
+113.8%
1,465
+57.4%
0.14%
+82.1%
Q4 2019$152,0009310.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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