Soltis Investment Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,873,414
-7.1%
13,528
-3.6%
0.37%
+3.1%
Q2 2023$3,091,447
+11.8%
14,034
+3.6%
0.36%
+2.0%
Q1 2023$2,765,746
+32.7%
13,551
+24.3%
0.35%
+28.5%
Q4 2022$2,083,945
+21.8%
10,900
+14.3%
0.27%
+6.6%
Q3 2022$1,711,000
-25.9%
9,533
-22.1%
0.26%
-23.3%
Q2 2022$2,309,000
+10.2%
12,241
+33.0%
0.34%
+15.1%
Q1 2022$2,096,000
-22.1%
9,207
-17.4%
0.29%
-23.4%
Q4 2021$2,692,000
+45.8%
11,150
+34.1%
0.38%
+32.9%
Q3 2021$1,846,000
+0.4%
8,313
+0.8%
0.29%
-1.7%
Q2 2021$1,838,000
+6.2%
8,248
-1.4%
0.29%
-7.6%
Q1 2021$1,730,000
+10.3%
8,369
+3.9%
0.32%
+8.2%
Q4 2020$1,568,000
+31.5%
8,056
+15.1%
0.29%
+3.9%
Q3 2020$1,192,000
+4.3%
6,998
-4.2%
0.28%
-5.4%
Q2 2020$1,143,000
+11.2%
7,305
-8.4%
0.30%
-7.2%
Q1 2020$1,028,000
-8.9%
7,971
+15.6%
0.32%
+47.0%
Q4 2019$1,129,0006,8980.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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