Concord Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,330,748
-1.9%
6,265
+1.7%
0.28%
-3.1%
Q2 2023$1,356,671
+1.4%
6,159
-6.1%
0.29%
-23.2%
Q1 2023$1,338,062
-9.1%
6,556
-14.9%
0.38%
-14.2%
Q4 2022$1,472,599
+6.5%
7,702
-0.1%
0.44%
+0.9%
Q3 2022$1,383,000
+7.5%
7,708
+13.0%
0.44%
+24.4%
Q2 2022$1,287,000
+0.7%
6,822
+21.5%
0.35%
+6.6%
Q1 2022$1,278,000
-8.3%
5,613
-2.8%
0.33%
-2.9%
Q4 2021$1,394,000
+4000.0%
5,773
+3648.7%
0.34%
+2335.7%
Q3 2021$34,000
-2.9%
154
-3.1%
0.01%
+40.0%
Q2 2021$35,000
+6.1%
159
-1.9%
0.01%
-9.1%
Q1 2021$33,000
-61.2%
162
-63.1%
0.01%
-83.3%
Q4 2020$85,0004390.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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