Falcon Wealth Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Falcon Wealth Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$964,780
-1.7%
4,542
+2.0%
0.21%
-4.6%
Q2 2023$981,143
+167.4%
4,454
+147.7%
0.22%
+138.0%
Q1 2023$366,961
+1.4%
1,798
-5.0%
0.09%
-11.5%
Q4 2022$361,781
+13.8%
1,892
+6.8%
0.10%
-1.0%
Q3 2022$318,000
-12.6%
1,771
-8.2%
0.10%
-15.3%
Q2 2022$364,000
-8.5%
1,929
+10.2%
0.12%
-0.8%
Q1 2022$398,000
+43.2%
1,750
+51.9%
0.12%
+37.4%
Q4 2021$278,000
+13.9%
1,152
+4.7%
0.09%
-2.2%
Q3 2021$244,000
+6.1%
1,100
+6.7%
0.09%
-5.1%
Q2 2021$230,000
-3.8%
1,031
-10.7%
0.10%
-16.2%
Q1 2021$239,000
+16.6%
1,155
+9.6%
0.12%
+1.7%
Q4 2020$205,0001,0540.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 290,848$70,260,000100.00%
Rainwater Charitable Foundation 598,119$144,410,00092.19%
Adventist Health System/ West 1,951,152$471,086,00070.50%
Ebor Charitable Trust 143,554$34,660,00068.98%
Kinsale Capital Group, Inc. 337,078$81,384,00065.96%
AEGON USA Investment Management, LLC 962,312$232,341,00064.57%
VIEWPOINT INVESTMENT PARTNERS CORP 449,473$108,521,00061.34%
Monashee Investment Management LLC 1,017,700$245,713,00060.73%
Cabot-Wellington, LLC 521,455$125,900,15657.83%
Hernani LP 951,548$229,742,00052.37%
View complete list of VANGUARD INDEX FDS shareholders