Seven Springs Wealth Group, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

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Quarter-by-quarter ownership
Seven Springs Wealth Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$774,075
-3.6%
3,6440.0%0.37%
-2.6%
Q2 2023$802,756
+6.6%
3,644
-1.2%
0.38%
+2.4%
Q1 2023$752,771
-1.4%
3,688
-7.6%
0.37%
+0.8%
Q4 2022$763,491
+10.0%
3,993
+3.2%
0.37%
-2.1%
Q3 2022$694,000
+29.5%
3,869
+36.2%
0.38%
+40.1%
Q2 2022$536,000
-17.2%
2,8400.0%0.27%
-12.4%
Q1 2022$647,000
-5.7%
2,8400.0%0.31%
-1.9%
Q4 2021$686,000
+8.7%
2,8400.0%0.31%
+1.3%
Q3 2021$631,000
-0.3%
2,8400.0%0.31%
+12.8%
Q2 2021$633,000
+7.8%
2,8400.0%0.27%
-1.1%
Q1 2021$587,000
+6.1%
2,8400.0%0.28%
-3.1%
Q4 2020$553,000
+14.3%
2,8400.0%0.29%
-5.9%
Q3 2020$484,000
+8.8%
2,8400.0%0.30%
+7.0%
Q2 2020$445,000
+21.6%
2,8400.0%0.28%
+10.1%
Q1 2020$366,000
-21.3%
2,8400.0%0.26%
-18.4%
Q4 2019$465,000–2,840–0.32%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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