SATOVSKY ASSET MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
SATOVSKY ASSET MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,959,373
+5.2%
61,011
+9.1%
4.39%
+5.5%
Q2 2023$12,317,719
+33.3%
55,918
+23.5%
4.16%
+21.0%
Q1 2023$9,238,960
+51.8%
45,267
+42.2%
3.44%
+36.3%
Q4 2022$6,087,787
-3.1%
31,842
-9.0%
2.52%
-30.1%
Q3 2022$6,280,000
+10.5%
34,993
+18.3%
3.61%
+8.6%
Q2 2022$5,685,000
+89.2%
29,575
+124.1%
3.32%
+65.6%
Q1 2022$3,004,000
+265.9%
13,195
+295.4%
2.01%
+264.2%
Q4 2021$821,0003,3370.55%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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