Laurel Wealth Planning 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
Laurel Wealth Planning LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$274
-26.9%
1,292
-24.0%
0.21%
-20.5%
Q2 2023$375
+7.4%
1,701
-0.5%
0.27%
+16.0%
Q1 2023$349
-99.9%
1,709
-28.8%
0.23%
-22.0%
Q4 2022$458,665
-1.8%
2,399
-7.7%
0.30%
-14.0%
Q3 2022$467,000
-4.7%
2,600
+0.0%
0.34%
-0.3%
Q2 2022$490,000
-35.0%
2,599
-21.5%
0.34%
-32.2%
Q1 2022$754,000
-37.5%
3,310
-33.7%
0.51%
-44.3%
Q4 2021$1,206,000
-20.3%
4,993
-26.8%
0.91%
-25.2%
Q3 2021$1,514,000
-14.8%
6,818
-14.5%
1.22%
-21.1%
Q2 2021$1,777,000
-24.3%
7,973
-29.7%
1.55%
-27.8%
Q1 2021$2,346,000
-5.9%
11,348
-11.4%
2.15%
-11.7%
Q4 2020$2,492,00012,8042.43%
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