EPG Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,481 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.17 and the average weighting 2.6%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$922,572
-3.5%
4,343
+0.0%
0.28%
-1.8%
Q2 2023$956,341
+22.0%
4,341
+13.0%
0.28%
+14.6%
Q1 2023$783,813
+22.1%
3,840
+14.3%
0.25%
+1.2%
Q4 2022$642,117
-8.1%
3,359
-13.8%
0.24%
-15.0%
Q3 2022$699,000
+112.5%
3,895
+123.5%
0.29%
+103.5%
Q2 2022$329,000
-41.8%
1,743
-29.7%
0.14%
-28.1%
Q1 2022$565,000
-56.9%
2,481
-54.4%
0.20%
-57.5%
Q4 2021$1,312,000
+1.3%
5,436
-6.8%
0.46%
-11.2%
Q3 2021$1,295,000
-0.2%
5,833
+0.2%
0.52%
-5.6%
Q2 2021$1,297,000
+8.0%
5,820
+0.2%
0.55%
-5.8%
Q1 2021$1,201,000
+6.5%
5,809
+0.2%
0.58%
-13.7%
Q4 2020$1,128,000
+14.5%
5,797
+0.3%
0.68%
-7.0%
Q3 2020$985,000
+13.1%
5,782
+3.9%
0.73%
+17.8%
Q2 2020$871,000
+1879.5%
5,567
+1537.4%
0.62%
+1831.2%
Q1 2020$44,000
-90.7%
340
-88.2%
0.03%
-90.7%
Q4 2019$471,0002,8790.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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