First Ascent Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

Quarter-by-quarter ownership
First Ascent Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$77,057,960
+2.7%
362,779
+6.5%
9.95%
-0.5%
Q2 2023$75,053,279
+32.4%
340,718
+22.7%
10.00%
+19.1%
Q1 2023$56,681,761
+5.1%
277,716
-1.5%
8.40%
+1.9%
Q4 2022$53,910,057
+22.5%
281,971
+15.0%
8.24%
-3.0%
Q3 2022$44,006,000
+7.4%
245,197
+12.9%
8.50%
+9.9%
Q2 2022$40,956,000
-9.0%
217,136
+9.8%
7.74%
-4.5%
Q1 2022$45,011,000
-14.3%
197,705
-9.1%
8.10%
-19.1%
Q4 2021$52,494,000
+23.5%
217,418
+13.6%
10.01%
+6.1%
Q3 2021$42,496,000
+8.6%
191,370
+9.0%
9.44%
-9.0%
Q2 2021$39,115,000
+14.1%
175,543
+5.9%
10.37%
-16.6%
Q1 2021$34,273,000
+3.7%
165,818
-2.3%
12.43%
-10.6%
Q4 2020$33,035,000
+24.0%
169,722
+8.5%
13.91%
-3.7%
Q3 2020$26,637,000
+6.3%
156,405
-2.3%
14.44%
-19.1%
Q2 2020$25,049,000
+4.8%
160,030
-13.7%
17.86%
+8.8%
Q1 2020$23,911,000
-29.7%
185,487
-10.8%
16.41%
-21.4%
Q4 2019$34,007,000207,83920.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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