Bordeaux Wealth Advisors 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
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 Q1 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders