SWMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
SWMG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$4,485,341
+6.0%
20,362
-1.8%
2.34%
-0.6%
Q1 2023$4,230,585
+5.0%
20,728
-1.6%
2.36%
-3.1%
Q4 2022$4,027,609
-45.5%
21,066
-48.8%
2.44%
-49.4%
Q3 2022$7,387,000
-28.3%
41,160
-9.0%
4.82%
-14.4%
Q1 2022$10,298,000
-5.4%
45,233
+0.3%
5.63%
-2.7%
Q4 2021$10,886,000
+5.9%
45,089
-2.6%
5.78%
-3.0%
Q3 2021$10,275,000
+8.4%
46,271
+8.8%
5.96%
+6.9%
Q2 2021$9,475,000
+9.0%
42,521
+1.1%
5.58%
-6.2%
Q1 2021$8,696,000
+3.4%
42,072
-1.3%
5.95%
-3.4%
Q4 2020$8,414,00042,6446.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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