TruWealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$106,411,420
+5.2%
500,972
+9.1%
9.15%
+5.4%
Q2 2023$101,123,076
+10.4%
459,066
+2.3%
8.68%
+3.4%
Q1 2023$91,564,714
+6.0%
448,627
-0.7%
8.39%
-0.5%
Q4 2022$86,403,290
+8.8%
451,924
+2.1%
8.43%
+0.3%
Q3 2022$79,449,000
-1.1%
442,687
+4.0%
8.41%
-2.3%
Q2 2022$80,298,000
-9.2%
425,716
+9.6%
8.60%
-6.5%
Q1 2022$88,471,000
+1.9%
388,593
+8.1%
9.20%
+4.7%
Q4 2021$86,802,000
+12.1%
359,520
+3.1%
8.79%
+1.7%
Q3 2021$77,452,000
+2.1%
348,788
+2.4%
8.64%
-2.9%
Q2 2021$75,876,000
+10.3%
340,526
+2.3%
8.90%
-4.7%
Q1 2021$68,779,000
+14.3%
332,765
+7.6%
9.34%
+4.0%
Q4 2020$60,173,000309,1538.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders