HighMark 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
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 Q4 2023
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