Bordeaux Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Bordeaux Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,662,306
-3.4%
87,860
+0.1%
7.55%
-4.7%
Q2 2023$19,328,035
+8.2%
87,743
+0.2%
7.93%
-13.9%
Q1 2023$17,867,319
+6.8%
87,542
+0.1%
9.21%
+0.4%
Q4 2022$16,724,371
+57.7%
87,475
+48.0%
9.18%
+37.7%
Q3 2022$10,607,000
-9.4%
59,102
-4.7%
6.66%
-17.3%
Q2 2022$11,703,000
-14.2%
62,045
+3.6%
8.06%
+9.6%
Q1 2022$13,641,000
-11.7%
59,917
-6.3%
7.36%
+3.8%
Q4 2021$15,443,000
+21.5%
63,960
+11.8%
7.09%
-1.6%
Q3 2021$12,708,000
+0.4%
57,226
+0.7%
7.20%
-1.0%
Q2 2021$12,663,000
+7.8%
56,832
+0.0%
7.28%
-10.7%
Q1 2021$11,746,000
+1180.9%
56,828
+1106.0%
8.15%
+1081.2%
Q4 2020$917,0004,7120.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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