Source Financial Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,665 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.60 and the average weighting 2.4%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$15,090,477
-3.1%
56,411
-5.8%
4.64%
-1.8%
Q1 2024$15,565,902
+33.0%
59,892
+21.4%
4.72%
+30.1%
Q4 2023$11,705,174
+16.6%
49,343
+4.4%
3.63%
+7.3%
Q3 2023$10,037,433
-18.7%
47,255
-15.7%
3.39%
-16.5%
Q2 2023$12,349,292
+12.5%
56,062
+4.3%
4.05%
+10.2%
Q1 2023$10,975,481
-12.5%
53,775
-18.0%
3.68%
-21.9%
Q4 2022$12,539,100
+11.5%
65,584
+4.6%
4.71%
+5.7%
Q3 2022$11,250,000
+24.2%
62,684
+30.6%
4.46%
+25.5%
Q2 2022$9,056,000
-17.4%
48,014
-0.3%
3.55%
+10.0%
Q1 2022$10,968,000
+14.0%
48,176
+20.9%
3.23%
+24.3%
Q4 2021$9,624,000
+16.9%
39,859
+7.5%
2.60%
+21.5%
Q3 2021$8,236,000
+8.7%
37,087
+9.1%
2.14%
+9.6%
Q2 2021$7,577,000
-7.4%
34,005
-14.1%
1.95%
-10.6%
Q1 2021$8,180,000
+13.0%
39,575
+6.4%
2.18%
+11.6%
Q4 2020$7,239,00037,1901.96%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Symetra Investment Management Co 577,688$108,964,000100.00%
Rainwater Charitable Foundation 576,502$108,740,00084.96%
Monashee Investment Management LLC 1,196,400$225,665,00082.14%
Ebor Charitable Trust 109,944$20,738,00067.24%
Kinsale Capital Group, Inc. 326,312$61,549,00061.43%
Cabot-Wellington, LLC 525,099$99,044,08460.66%
Gibson Capital, LLC 957,377$180,446,00053.44%
Beacon Wealthcare LLC 462,925$87,317,00048.27%
Avalon Advisory Group 430,142$81,133,00048.14%
CARL STUART INVESTMENT ADVISOR, INC 266,896$51,999,00045.23%
View complete list of VANGUARD INDEX FDS shareholders