MADISON WEALTH MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
MADISON WEALTH MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,815,419
-3.7%
13,255
-0.1%
0.59%0.0%
Q2 2023$2,923,930
+9.8%
13,274
+1.8%
0.59%
+2.8%
Q1 2023$2,662,118
+5.6%
13,043
-1.1%
0.58%0.0%
Q4 2022$2,521,452
+5.4%
13,188
-1.1%
0.58%
-1.9%
Q3 2022$2,393,000
-10.6%
13,333
-6.1%
0.59%
-9.6%
Q2 2022$2,677,000
-16.4%
14,194
+1.0%
0.65%
-3.6%
Q1 2022$3,201,000
-5.8%
14,060
-0.1%
0.67%
-1.2%
Q4 2021$3,397,000
+8.1%
14,069
-0.6%
0.68%
-0.9%
Q3 2021$3,143,000
-0.5%
14,154
-0.1%
0.69%
-1.4%
Q2 2021$3,158,000
-11.1%
14,174
-17.5%
0.70%
-19.9%
Q1 2021$3,553,000
+9.8%
17,190
+3.4%
0.87%
+1.9%
Q4 2020$3,236,000
+12.0%
16,625
-2.0%
0.85%
-1.4%
Q3 2020$2,890,000
+10.0%
16,971
+1.1%
0.87%
+0.2%
Q2 2020$2,627,000
+16.5%
16,780
-4.1%
0.86%
-4.4%
Q1 2020$2,255,000
-28.0%
17,496
-8.5%
0.90%
+0.7%
Q4 2019$3,130,00019,1310.90%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders