Financial Planning & Information Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$202,690
-3.6%
954
-0.1%
0.04%
-2.6%
Q2 2023$210,360
-2.7%
955
-9.8%
0.04%
-7.1%
Q1 2023$216,107
+6.5%
1,059
+18.9%
0.04%
-6.7%
Q1 2022$203,000
-17.8%
891
-12.7%
0.04%
-26.2%
Q4 2021$247,000
+9.8%
1,021
+0.6%
0.06%0.0%
Q3 2021$225,000
-1.7%
1,015
-1.3%
0.06%
-9.0%
Q2 2021$229,0001,0280.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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