PBMares Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

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 2023
NameSharesValueWeighting ↓
Rainwater Charitable Foundation 650,539$126,621,00093.39%
Adventist Health System/ West 2,556,317$497,562,00077.45%
VIEWPOINT INVESTMENT PARTNERS CORP 443,546$69,428,00064.79%
PFM Asset Management LLC 13,185,931$2,566,510,00063.95%
Ebor Charitable Trust 350,250$68,173,00063.27%
AEGON USA Investment Management, LLC 987,240$192,156,00058.35%
Gibson Capital, LLC 964,743$187,777,00055.29%
Avalon Advisory Group 525,718$102,326,00051.07%
Cabot-Wellington, LLC 513,194$99,888,00050.81%
Beacon Wealthcare, Inc 437,612$85,177,00049.55%
View complete list of VANGUARD INDEX FDS shareholders