Wellspring Financial Advisors, 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
Wellspring Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,893,844
-4.2%
6,174,836
-0.0%
12.25%
-1.0%
Q2 2023$43,738,318
+2.2%
6,177,173
-0.1%
12.37%
-2.5%
Q1 2023$42,782,224
+2.8%
6,186,068
-0.1%
12.70%
-8.3%
Q4 2022$41,621,935
+2.0%
6,192,166
-0.1%
13.85%
-8.2%
Q3 2022$40,814,000
-5.3%
6,199,830
-0.0%
15.08%
+0.5%
Q2 2022$43,082,000
-17.7%
6,202,447
-0.1%
15.00%
-2.8%
Q1 2022$52,365,000
-4.9%
6,209,505
+0.0%
15.43%
+0.6%
Q4 2021$55,051,000
+6.4%
6,209,017
-2.4%
15.34%
-1.6%
Q3 2021$51,762,000
+11.8%
6,361,242
+2960.5%
15.59%
+7.1%
Q2 2021$46,313,000
+23.0%
207,852
-28.9%
14.56%
-19.8%
Q1 2021$37,663,000
-10.8%
292,168
+34.7%
18.16%
+23.2%
Q4 2020$42,230,000
+9.3%
216,965
-4.4%
14.74%
-2.6%
Q3 2020$38,637,000
+8.2%
226,862
-0.6%
15.14%
+2.7%
Q2 2020$35,717,000
-5.2%
228,183
-21.9%
14.74%
-18.8%
Q1 2020$37,663,000292,16818.16%
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