Capital Advisors Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

Quarter-by-quarter ownership
Capital Advisors Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,273,545
+12.4%
10,704
+16.6%
0.59%
+14.7%
Q2 2023$2,023,105
+24.8%
9,184
+15.7%
0.52%
+15.4%
Q1 2023$1,620,780
+8.6%
7,941
+1.7%
0.45%
-0.7%
Q4 2022$1,492,795
-0.3%
7,808
-6.5%
0.45%
-9.1%
Q3 2022$1,498,000
-6.8%
8,348
-2.0%
0.50%
-4.8%
Q2 2022$1,607,000
-21.1%
8,519
-4.9%
0.52%
-16.3%
Q1 2022$2,038,000
-10.4%
8,954
-4.9%
0.62%
-9.7%
Q4 2021$2,274,000
+20.5%
9,420
+10.9%
0.69%
+3.3%
Q3 2021$1,887,000
+5.2%
8,497
+5.6%
0.67%
+0.8%
Q2 2021$1,793,000
+58.0%
8,048
+46.6%
0.66%
+35.5%
Q1 2021$1,135,0005,4910.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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