HOHIMER WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
HOHIMER WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,127,367
-21.6%
10,015
-18.7%
0.61%
-18.8%
Q2 2023$2,713,170
+8.8%
12,317
+0.9%
0.75%
+3.7%
Q1 2023$2,492,591
-70.6%
12,213
-72.4%
0.72%
-73.3%
Q4 2022$8,469,003
+379.3%
44,296
+349.9%
2.70%
+376.5%
Q3 2022$1,767,000
-8.9%
9,846
-4.3%
0.57%
-1.0%
Q2 2022$1,940,000
-27.6%
10,285
-12.6%
0.57%
+8.3%
Q1 2022$2,680,000
+24.5%
11,772
+32.0%
0.53%
+16.8%
Q4 2021$2,153,000
+28.4%
8,916
+18.1%
0.45%
+28.7%
Q3 2021$1,677,000
-14.5%
7,552
-14.2%
0.35%
-12.4%
Q2 2021$1,962,000
+12.5%
8,804
+4.3%
0.40%
-5.4%
Q1 2021$1,744,000
+22.1%
8,439
+15.0%
0.42%
+12.4%
Q4 2020$1,428,000
+9.0%
7,337
-2.0%
0.38%
+1.3%
Q3 2020$1,310,000
+21.4%
7,488
+8.6%
0.37%
+0.3%
Q2 2020$1,079,000
-6.1%
6,892
-13.5%
0.37%
-23.3%
Q1 2020$1,149,000
+24.6%
7,969
+41.3%
0.48%
+51.1%
Q4 2019$922,0005,6380.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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