Engrave Wealth Partners 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
Engrave Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,009,717
-3.6%
4,7540.0%0.31%
-6.6%
Q2 2023$1,047,107
+10.0%
4,754
+0.8%
0.33%
+3.4%
Q1 2023$951,519
+2.6%
4,7180.0%0.32%
-0.3%
Q4 2022$927,718
+8.5%
4,718
-1.0%
0.32%
-19.5%
Q3 2022$855,000
-3.8%
4,766
+1.1%
0.40%
+1.5%
Q2 2022$889,000
-16.7%
4,714
+0.6%
0.39%
-1.3%
Q1 2022$1,067,000
-5.7%
4,6860.0%0.40%
+22.4%
Q4 2021$1,131,000
+8.8%
4,686
+0.0%
0.33%
+6.2%
Q3 2021$1,040,000
-0.4%
4,6840.0%0.31%
-2.5%
Q2 2021$1,044,000
+7.9%
4,6840.0%0.32%
-19.2%
Q1 2021$968,000
-26.0%
4,684
-28.7%
0.39%
-63.7%
Q4 2020$1,308,000
+16.2%
6,5740.0%1.07%
-1.6%
Q3 2020$1,126,000
+36.0%
6,574
+24.2%
1.09%
+48.0%
Q2 2020$828,000
+21.4%
5,2910.0%0.74%
-8.3%
Q1 2020$682,000
-21.2%
5,2910.0%0.80%
-3.4%
Q4 2019$865,0005,2910.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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