Orion Portfolio Solutions, 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
Orion Portfolio Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$140,547,768
-14.6%
661,681
-11.5%
1.70%
-3.1%
Q2 2023$164,659,647
-1.3%
747,501
-8.5%
1.75%
-14.8%
Q1 2023$166,793,705
+2926.3%
817,215
+2734.8%
2.06%
+966.3%
Q4 2022$5,511,552
-13.7%
28,828
-19.0%
0.19%
-23.7%
Q3 2022$6,390,000
+29.6%
35,604
+36.2%
0.25%
+27.8%
Q2 2022$4,931,000
+1.6%
26,142
+22.7%
0.20%
+16.5%
Q1 2022$4,851,000
-11.2%
21,305
-5.9%
0.17%
-7.1%
Q4 2021$5,465,000
+13.1%
22,636
+4.0%
0.18%
+2.8%
Q3 2021$4,834,000
+81.0%
21,768
+81.6%
0.18%
+69.5%
Q2 2021$2,670,000
+9.7%
11,984
+1.8%
0.10%0.0%
Q1 2021$2,433,000
+8.8%
11,770
+2.4%
0.10%
+1.0%
Q4 2020$2,237,000
+10.9%
11,492
-3.0%
0.10%
-1.0%
Q3 2020$2,018,000
+4.2%
11,850
-4.2%
0.10%0.0%
Q2 2020$1,936,000
+33.0%
12,370
+9.5%
0.10%
+5.0%
Q1 2020$1,456,000
+13.2%
11,296
+43.7%
0.10%
-1.0%
Q4 2019$1,286,0007,8600.10%
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