TriaGen Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,995,481
-3.7%
9,394
-0.1%
1.02%
+7.4%
Q2 2023$2,072,257
+7.9%
9,4070.0%0.95%
-1.8%
Q1 2023$1,920,026
+7.6%
9,407
+0.8%
0.96%
-2.6%
Q4 2022$1,784,792
+8.1%
9,335
+1.5%
0.99%
+8.7%
Q3 2022$1,651,000
-6.8%
9,198
-2.1%
0.91%
-27.6%
Q2 2022$1,772,000
-17.0%
9,392
+0.1%
1.26%
+13.6%
Q1 2022$2,136,000
-6.4%
9,382
-0.7%
1.11%
-1.7%
Q4 2021$2,282,000
+8.8%
9,452
+0.0%
1.13%
-1.2%
Q3 2021$2,098,000
-2.6%
9,450
-0.6%
1.14%
+2.8%
Q2 2021$2,155,000
+9.1%
9,508
-0.5%
1.11%
-2.3%
Q1 2021$1,976,000
+40.8%
9,560
+32.6%
1.14%
+38.2%
Q4 2020$1,403,0007,2070.82%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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