CATALYST PRIVATE WEALTH, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
CATALYST PRIVATE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$1,292,264
+19.0%
5,448
+6.5%
0.61%
-5.5%
Q3 2023$1,086,378
-3.6%
5,1150.0%0.64%
-9.1%
Q2 2023$1,126,630
+8.5%
5,115
+0.6%
0.71%
-1.5%
Q1 2023$1,037,969
+4.7%
5,086
-1.9%
0.72%
-11.0%
Q4 2022$991,624
-4.2%
5,187
-10.1%
0.81%
+3.1%
Q3 2022$1,035,000
-5.5%
5,768
-0.7%
0.78%
+0.9%
Q2 2022$1,095,000
-9.7%
5,806
+9.1%
0.78%
+27.9%
Q1 2022$1,212,000
-4.5%
5,324
+1.3%
0.61%
+10.8%
Q4 2021$1,269,000
+43.2%
5,257
+31.8%
0.55%
+43.9%
Q3 2021$886,000
-3.2%
3,989
-2.9%
0.38%
-24.9%
Q2 2021$915,000
+22.7%
4,109
+13.8%
0.51%
-3.4%
Q1 2021$746,000
+6.0%
3,610
-0.2%
0.52%
-15.1%
Q4 2020$704,000
+29.4%
3,619
+13.3%
0.62%
+16.9%
Q3 2020$544,0003,1940.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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