BAKER TILLY WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$928,144
-15.2%
4,370
-12.0%
0.15%
+33.0%
Q2 2023$1,094,134
-3.1%
4,967
-10.2%
0.12%
-9.4%
Q1 2023$1,128,949
+18.7%
5,531
+11.2%
0.13%
+8.5%
Q4 2022$951,302
-17.9%
4,976
-23.0%
0.12%
-25.9%
Q3 2022$1,159,000
+59.6%
6,460
+67.7%
0.16%
+66.3%
Q2 2022$726,000
-32.3%
3,851
-13.3%
0.10%
-17.4%
Q4 2021$1,073,000
+39.5%
4,443
+28.2%
0.12%
+12.7%
Q3 2021$769,000
-16.0%
3,465
-15.7%
0.10%
-31.1%
Q2 2021$916,000
+26.5%
4,111
+17.3%
0.15%0.0%
Q1 2021$724,0003,5050.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders