WFA of San Diego, 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
WFA of San Diego, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,576,626
-7.9%
35,670
-4.5%
7.84%
-3.0%
Q2 2023$8,225,391
-33.2%
37,341
-38.1%
8.08%
-37.3%
Q1 2023$12,321,930
-9.9%
60,372
-15.6%
12.88%
+23.1%
Q4 2022$13,678,234
+5.0%
71,543
-1.4%
10.47%
-10.8%
Q3 2022$13,021,000
-9.9%
72,552
-5.3%
11.73%
-5.2%
Q2 2022$14,452,000
-18.2%
76,620
-1.3%
12.38%
-8.0%
Q1 2022$17,678,000
-9.7%
77,649
-4.3%
13.46%
+18.2%
Q4 2021$19,584,000
+7.2%
81,115
-1.4%
11.38%
-11.0%
Q3 2021$18,275,000
+0.6%
82,296
+0.9%
12.78%
-9.4%
Q2 2021$18,170,000
+9.4%
81,545
+1.5%
14.10%
+2.3%
Q1 2021$16,610,000
+8461.9%
80,361
-12.4%
13.79%
+26425.0%
Q4 2020$194,000
-98.8%
91,744
-1.6%
0.05%
-99.7%
Q3 2020$15,883,000
+7.9%
93,263
-0.8%
15.03%
+336.3%
Q2 2020$14,719,00094,0343.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders