IAG Wealth Partners, 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
IAG Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,045,977
-7.7%
4,924
-4.3%
0.29%
-2.3%
Q2 2023$1,132,902
-0.7%
5,143
-8.0%
0.30%
-5.7%
Q1 2023$1,141,332
+6.4%
5,592
-0.3%
0.32%
+0.3%
Q4 2022$1,072,194
+7.3%
5,608
+0.7%
0.32%
-4.8%
Q3 2022$999,000
-16.8%
5,567
-12.5%
0.33%
-15.5%
Q2 2022$1,200,000
-8.3%
6,362
+10.7%
0.39%
-4.6%
Q1 2022$1,309,000
-10.2%
5,749
-4.8%
0.41%
-11.8%
Q4 2021$1,458,000
-1.2%
6,040
-9.1%
0.47%
-11.0%
Q3 2021$1,475,000
-2.6%
6,642
-2.2%
0.52%
-3.3%
Q2 2021$1,514,000
-8.6%
6,791
-15.2%
0.54%
-13.9%
Q1 2021$1,656,000
+11.0%
8,010
+4.5%
0.63%
+3.6%
Q4 2020$1,492,000
-17.1%
7,663
-27.4%
0.61%
-26.6%
Q3 2020$1,799,000
-9.2%
10,559
-16.6%
0.83%
-13.6%
Q2 2020$1,982,000
+22.0%
12,656
+0.5%
0.96%
-11.3%
Q1 2020$1,624,000
-23.1%
12,594
-2.4%
1.08%
-21.4%
Q4 2019$2,112,00012,9031.38%
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