BEAM WEALTH ADVISORS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,798,549
-9.3%
13,175
-5.9%
1.99%
-7.1%
Q2 2023$3,084,829
+0.3%
14,004
-7.1%
2.14%
-30.7%
Q1 2023$3,076,770
+6.8%
15,075
+0.0%
3.09%
+2.8%
Q4 2022$2,881,130
-1.1%
15,069
-7.2%
3.00%
-7.5%
Q3 2022$2,914,000
-3.1%
16,235
+1.8%
3.24%
-2.8%
Q2 2022$3,007,000
+36.4%
15,942
+64.7%
3.34%
+31.9%
Q1 2022$2,204,000
-6.1%
9,682
-0.4%
2.53%
-5.8%
Q4 2021$2,347,000
+0.7%
9,719
-7.4%
2.69%
+34.3%
Q3 2021$2,331,000
+6.3%
10,499
+6.7%
2.00%
+5.8%
Q2 2021$2,193,000
+5.5%
9,844
-2.1%
1.89%
+2.1%
Q1 2021$2,079,000
+16.0%
10,058
+9.3%
1.85%
+9.6%
Q4 2020$1,792,000
+19.6%
9,206
+4.6%
1.69%
+20.5%
Q3 2020$1,498,000
+16.7%
8,797
+10.0%
1.40%
+8.6%
Q2 2020$1,284,000
+21.5%
7,994
-2.5%
1.29%
+23.4%
Q1 2020$1,057,000
-26.9%
8,199
-7.2%
1.05%
-22.3%
Q4 2019$1,446,0008,8371.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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