N.E.W. Advisory Services 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
N.E.W. Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$74,580,898
-0.6%
351,117
+3.0%
10.61%
+1.4%
Q2 2023$75,059,126
+12.6%
340,744
+4.4%
10.46%
+7.9%
Q1 2023$66,639,237
+12.3%
326,502
+5.2%
9.69%
+4.4%
Q4 2022$59,344,318
+8.7%
310,394
+2.0%
9.29%
-6.1%
Q3 2022$54,596,000
+13.1%
304,208
+18.8%
9.89%
+17.1%
Q2 2022$48,291,000
+41.4%
256,024
+55.0%
8.44%
+30.6%
Q1 2022$34,141,000
-42.2%
165,167
-32.5%
6.47%
-27.5%
Q4 2021$59,092,000
+27.9%
244,749
+17.6%
8.92%
+18.5%
Q3 2021$46,213,000
+9.6%
208,112
+10.0%
7.53%
+6.7%
Q2 2021$42,150,000
+21.3%
189,181
+14.0%
7.06%
+8.3%
Q1 2021$34,745,000
+42.2%
166,015
+32.3%
6.51%
+26.8%
Q4 2020$24,430,000
+54.4%
125,501
+35.1%
5.14%
+14.9%
Q3 2020$15,823,000
+35.3%
92,905
+24.3%
4.47%
+22.8%
Q2 2020$11,698,000
+555.4%
74,734
+584.6%
3.64%
+528.8%
Q4 2019$1,785,00010,9160.58%
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