PBMares Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,355,384
-18.9%
6,381
-15.9%
0.49%
-18.2%
Q2 2023$1,671,778
+7.4%
7,589
-0.5%
0.60%
+3.3%
Q1 2023$1,556,650
+5.5%
7,627
-1.2%
0.58%
-3.0%
Q4 2022$1,475,514
-22.5%
7,718
-27.2%
0.60%
-28.1%
Q3 2022$1,904,000
+75.2%
10,606
+84.0%
0.83%
+78.1%
Q2 2022$1,087,000
+27.4%
5,765
+53.9%
0.47%
-11.2%
Q1 2022$853,000
-12.2%
3,745
-6.9%
0.52%
+28.0%
Q4 2021$971,000
+13.8%
4,021
+4.6%
0.41%
+0.7%
Q3 2021$853,000
+1.4%
3,843
+1.9%
0.41%
-11.1%
Q2 2021$841,000
+173.1%
3,773
+152.9%
0.46%
+82.5%
Q1 2021$308,000
+31.6%
1,492
+24.1%
0.25%
-6.7%
Q4 2020$234,000
+14.1%
1,2020.0%0.27%
-10.6%
Q3 2020$205,000
-32.6%
1,202
-38.2%
0.30%
-34.1%
Q2 2020$304,000
+32.8%
1,944
+9.5%
0.46%
+26.9%
Q1 2020$229,0001,7760.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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