NovaPoint Capital, 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
NovaPoint Capital, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,851,713
-6.3%
46,381
-2.9%
3.91%
-0.2%
Q2 2023$10,518,733
+1.3%
47,752
-6.2%
3.92%
-7.8%
Q1 2023$10,388,393
+225.1%
50,899
+204.6%
4.25%
+204.7%
Q4 2022$3,194,959
+44.6%
16,711
+35.7%
1.40%
+39.0%
Q3 2022$2,210,000
-4.4%
12,312
+0.5%
1.00%
-0.1%
Q2 2022$2,311,000
-30.2%
12,252
-15.7%
1.00%
-16.5%
Q1 2022$3,309,000
-15.5%
14,532
-10.4%
1.20%
-14.2%
Q4 2021$3,914,000
+8.8%
16,212
+0.0%
1.40%
-2.8%
Q3 2021$3,599,000
-2.1%
16,207
-1.8%
1.44%
-5.1%
Q2 2021$3,678,000
-2.7%
16,505
-9.7%
1.52%
-14.1%
Q1 2021$3,780,000
+5.6%
18,286
-0.5%
1.77%
-5.1%
Q4 2020$3,579,000
+6.3%
18,387
-7.0%
1.87%
-14.5%
Q3 2020$3,367,000
+2.8%
19,772
-5.5%
2.18%
-10.5%
Q2 2020$3,274,000
+21.7%
20,916
+0.2%
2.44%
-0.8%
Q1 2020$2,690,000
-19.3%
20,865
+2.4%
2.46%
-6.0%
Q4 2019$3,334,00020,3752.62%
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