CAROLINAS WEALTH CONSULTING LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,401,883
-7.5%
26,123
-1.5%
1.35%
+16.3%
Q2 2023$5,841,062
+8.5%
26,517
+0.6%
1.16%
+1.1%
Q1 2023$5,381,018
+0.2%
26,365
-6.1%
1.14%
-5.8%
Q4 2022$5,369,640
+5.3%
28,085
-1.1%
1.22%
-5.7%
Q3 2022$5,098,000
-15.5%
28,406
-11.2%
1.29%
-14.0%
Q2 2022$6,033,000
-25.0%
31,983
-9.5%
1.50%
-15.7%
Q1 2022$8,047,000
-5.0%
35,345
+0.8%
1.78%
-3.6%
Q4 2021$8,469,000
+9.2%
35,078
+0.4%
1.84%
+2.2%
Q3 2021$7,755,000
+0.5%
34,923
+0.8%
1.81%
+6.4%
Q2 2021$7,719,000
+11.5%
34,641
+3.5%
1.70%
+0.8%
Q1 2021$6,920,000
+10.3%
33,480
+3.9%
1.68%
-0.3%
Q4 2020$6,275,000
-3.0%
32,238
-15.1%
1.69%
-22.4%
Q3 2020$6,466,000
+3.7%
37,967
-4.7%
2.18%
-11.4%
Q2 2020$6,235,000
-4.2%
39,833
-21.2%
2.46%
-30.3%
Q1 2020$6,511,000
+22.0%
50,520
+54.2%
3.52%
-36.7%
Q4 2019$5,339,00032,7675.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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