Regent Peak Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$36,327,445
-1.7%
171,025
+1.9%
11.10%
+3.1%
Q2 2023$36,954,476
+4.4%
167,761
-3.2%
10.76%
-1.7%
Q1 2023$35,387,730
+5.5%
173,384
-1.2%
10.95%
-0.4%
Q4 2022$33,538,791
+11.6%
175,419
+4.8%
10.99%
+4.0%
Q3 2022$30,041,000
-2.9%
167,389
+2.1%
10.57%
+4.6%
Q2 2022$30,930,000
-18.5%
163,982
-1.6%
10.11%
-7.1%
Q1 2022$37,940,000
-5.1%
166,645
+0.6%
10.88%
+0.1%
Q4 2021$39,993,000
+11.1%
165,645
+2.2%
10.87%
+5.5%
Q3 2021$35,984,000
-1.3%
162,045
+0.8%
10.31%
+1.2%
Q2 2021$36,448,000
+21.0%
160,785
+10.4%
10.19%
+2.9%
Q1 2021$30,112,000
+5.7%
145,689
-0.4%
9.90%
+4.2%
Q4 2020$28,481,000
+13.3%
146,324
-0.9%
9.50%
-11.2%
Q3 2020$25,141,000
+8.6%
147,621
-0.2%
10.70%
+1.9%
Q2 2020$23,154,000
+26.8%
147,923
+4.5%
10.50%
+3.3%
Q1 2020$18,255,000
-10.3%
141,615
+13.9%
10.16%
+9.4%
Q4 2019$20,350,000124,3769.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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