Aprio Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Aprio Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$394,098
-8.0%
1,855
-4.6%
0.11%
-8.5%
Q2 2023$428,448
+9.8%
1,945
+1.7%
0.12%
-1.7%
Q1 2023$390,343
+12.9%
1,913
+5.7%
0.12%
-1.6%
Q4 2022$345,869
-33.1%
1,809
-37.2%
0.12%
-41.3%
Q3 2022$517,000
+53.9%
2,881
+61.9%
0.21%
+55.2%
Q2 2022$336,000
-21.5%
1,779
-5.5%
0.13%
-17.8%
Q1 2022$428,000
+42.2%
1,882
+50.9%
0.16%
+29.4%
Q4 2021$301,000
-3.2%
1,247
-11.0%
0.13%
-11.3%
Q3 2021$311,000
+2.0%
1,401
+2.3%
0.14%
-1.4%
Q2 2021$305,000
-37.9%
1,369
-64.0%
0.14%
-76.8%
Q1 2020$491,0003,8050.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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