Altus Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Altus Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$32,243,509
-1.4%
151,798
+2.3%
22.40%
-13.2%
Q2 2023$32,698,093
+6.8%
148,439
-1.0%
25.81%
+1.9%
Q1 2023$30,610,531
+110727.4%
149,978
+3.8%
25.32%
+4.0%
Q4 2022$27,620
-99.9%
144,463
-1.1%
24.34%
+8.4%
Q3 2022$26,215,000
-4.3%
146,071
+0.6%
22.45%
+5.3%
Q2 2022$27,395,000
-16.0%
145,237
+1.4%
21.31%
-5.1%
Q1 2022$32,602,000
-2.9%
143,199
+3.0%
22.44%
+12.3%
Q4 2021$33,569,000
+9.5%
139,035
+0.7%
19.99%
+3.0%
Q3 2021$30,654,000
+5.2%
138,042
+5.5%
19.42%
+3.4%
Q2 2021$29,142,000
+11.4%
130,786
+3.3%
18.77%
+1.1%
Q1 2021$26,171,000
+9.4%
126,621
+3.1%
18.57%
+0.1%
Q4 2020$23,914,000
+15.7%
122,865
+1.3%
18.56%
-2.4%
Q3 2020$20,667,000
+18.1%
121,347
+8.5%
19.00%
-2.5%
Q2 2020$17,498,000
+26.0%
111,790
+3.8%
19.50%
-1.8%
Q1 2020$13,887,000
-20.0%
107,728
+1.5%
19.85%
+16.8%
Q4 2019$17,362,000106,11216.99%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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