JEPPSON WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
JEPPSON WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$997,763
-3.2%
4,697
+0.3%
0.46%
+1.8%
Q2 2023$1,031,187
+7.7%
4,681
-0.2%
0.45%
+7.7%
Q1 2023$957,249
+7.0%
4,690
+0.3%
0.42%
+10.9%
Q4 2022$894,216
-6.5%
4,677
-12.2%
0.38%
-13.2%
Q3 2022$956,000
-2.9%
5,324
+1.9%
0.43%
+2.1%
Q2 2022$985,000
-16.9%
5,225
+0.4%
0.42%
-23.3%
Q1 2022$1,185,000
-5.4%
5,205
+0.3%
0.55%
-8.4%
Q4 2021$1,253,000
+2.0%
5,190
-6.3%
0.60%
-5.8%
Q3 2021$1,229,000
-0.1%
5,538
+0.3%
0.64%
-4.5%
Q2 2021$1,230,000
+8.1%
5,522
+0.3%
0.67%
-0.9%
Q1 2021$1,138,000
+6.5%
5,506
+0.3%
0.68%
-4.8%
Q4 2020$1,069,000
+15.2%
5,489
+0.7%
0.71%
-2.2%
Q3 2020$928,0005,4490.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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