HighMark 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
HighMark Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$401,272
+6.4%
1,960
+14.5%
0.33%
+17.7%
Q2 2023$377,180
+8.3%
1,712
+0.4%
0.28%
+4.0%
Q1 2023$348,150
+7.8%
1,706
+1.0%
0.27%
+11.5%
Q4 2022$322,932
+12.1%
1,689
+5.2%
0.24%
-0.8%
Q3 2022$288,000
-91.5%
1,606
-91.1%
0.25%
-91.0%
Q2 2022$3,397,000
+843.6%
18,012
+1037.8%
2.73%
+1033.6%
Q1 2022$360,000
-5.5%
1,583
+0.3%
0.24%
-0.4%
Q4 2021$381,000
+12.1%
1,578
+3.0%
0.24%
-3.2%
Q3 2021$340,000
+2.7%
1,532
+3.2%
0.25%
+2.9%
Q2 2021$331,000
+6.1%
1,484
-1.7%
0.24%
-2.4%
Q1 2021$312,000
-3.4%
1,510
-9.0%
0.25%
-10.4%
Q4 2020$323,000
+14.9%
1,659
+0.4%
0.28%
+9.9%
Q3 2020$281,000
+8.9%
1,653
+0.4%
0.25%
-10.6%
Q2 2020$258,000
+22.3%
1,646
+0.5%
0.28%
+11.0%
Q1 2020$211,000
-28.0%
1,638
-8.7%
0.26%
-18.5%
Q4 2019$293,0001,7940.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders