Birchcreek Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Birchcreek Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$532,830
-4.4%
2,509
-0.9%
0.36%
-7.2%
Q2 2023$557,419
-1.5%
2,531
-8.7%
0.39%
-13.2%
Q1 2023$565,867
+6.7%
2,773
-0.0%
0.45%
-5.1%
Q4 2022$530,265
+5.8%
2,774
-0.6%
0.47%
+1.7%
Q3 2022$501,000
-4.9%
2,790
-0.1%
0.46%
-1.9%
Q2 2022$527,000
-18.0%
2,792
-1.1%
0.47%
-17.0%
Q1 2022$643,000
-5.3%
2,824
+0.4%
0.57%
-3.7%
Q4 2021$679,000
+4.6%
2,812
-3.8%
0.59%
-2.1%
Q3 2021$649,000
-2.0%
2,922
-1.7%
0.60%
-5.2%
Q2 2021$662,000
+10.5%
2,973
+2.7%
0.64%
+0.6%
Q1 2021$599,000
+20.3%
2,896
+13.2%
0.63%
+29.7%
Q4 2020$498,0002,5590.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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