Tempus Wealth Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
Tempus Wealth Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,714,574
-3.6%
8,0720.0%0.86%
+7.2%
Q2 2023$1,778,100
+7.9%
8,0720.0%0.80%
-0.4%
Q1 2023$1,647,495
+5.9%
8,072
-0.8%
0.80%
-14.8%
Q4 2022$1,555,713
-10.1%
8,137
-15.6%
0.94%
-18.1%
Q3 2022$1,730,000
+12.0%
9,640
+17.7%
1.15%
-9.1%
Q2 2022$1,545,000
-18.1%
8,193
-1.1%
1.27%
-5.4%
Q1 2022$1,887,000
-29.9%
8,288
-25.6%
1.34%
-7.6%
Q4 2021$2,691,000
+10.6%
11,145
+1.7%
1.45%
+5.4%
Q3 2021$2,433,000
+9.4%
10,956
+9.8%
1.38%
-6.6%
Q2 2021$2,224,000
+910.9%
9,981
+642.6%
1.48%
+660.8%
Q4 2019$220,0001,3440.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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