Levy Wealth Management Group, 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
Levy Wealth Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$57,696,463
-3.1%
271,628
+0.4%
17.89%
+1.4%
Q2 2023$59,570,427
+10.6%
270,431
+2.5%
17.64%
+6.3%
Q1 2023$53,862,388
+9.2%
263,902
+2.2%
16.59%
+0.5%
Q4 2022$49,345,701
+15.1%
258,098
+8.0%
16.51%
-10.6%
Q3 2022$42,880,000
-2.0%
238,929
+3.0%
18.47%
-7.8%
Q2 2022$43,762,000
-15.7%
232,009
+1.8%
20.02%
-7.1%
Q1 2022$51,904,000
-4.2%
227,978
+1.6%
21.55%
-12.3%
Q4 2021$54,158,000
+13.4%
224,311
+4.3%
24.59%
-6.2%
Q3 2021$47,760,000
+3.7%
215,079
+4.0%
26.21%
-1.0%
Q2 2021$46,071,000
+14.6%
206,765
+6.3%
26.49%
+0.2%
Q1 2021$40,199,000
+19.6%
194,492
+12.7%
26.43%
+10.9%
Q4 2020$33,602,000172,63423.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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