Oakwell Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,665 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.60 and the average weighting 2.4%.

Quarter-by-quarter ownership
Oakwell Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$113,582,157
+8.8%
424,590
+5.7%
32.07%
+1.1%
Q1 2024$104,353,052
+19.3%
401,512
+8.9%
31.72%
+3.8%
Q4 2023$87,487,908
+21.5%
368,805
+8.8%
30.58%
+0.1%
Q3 2023$72,016,314
+1.6%
339,044
+5.4%
30.55%
+3.1%
Q2 2023$70,864,611
+22.6%
321,702
+13.6%
29.64%
+12.6%
Q1 2023$57,792,198
+10.3%
283,156
+3.3%
26.32%
+5.1%
Q4 2022$52,416,170
+11.9%
274,157
+5.1%
25.04%
-3.4%
Q3 2022$46,828,000
-6.9%
260,924
-2.2%
25.93%
-9.6%
Q2 2022$50,304,000
-12.2%
266,696
+6.0%
28.69%
-0.4%
Q1 2022$57,282,000
-0.6%
251,599
+5.4%
28.80%
+0.5%
Q4 2021$57,632,000
+13.2%
238,701
+4.1%
28.67%
+4.2%
Q3 2021$50,928,000
+69.0%
229,345
+69.6%
27.52%
+42.3%
Q2 2021$30,131,000
+35.6%
135,224
+25.8%
19.34%
+22.9%
Q1 2021$22,218,000
+15.2%
107,494
+8.5%
15.74%
+3.8%
Q4 2020$19,283,00099,07115.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Symetra Investment Management Co 577,688$108,964,000100.00%
Rainwater Charitable Foundation 576,502$108,740,00084.96%
Monashee Investment Management LLC 1,196,400$225,665,00082.14%
Ebor Charitable Trust 109,944$20,738,00067.24%
Kinsale Capital Group, Inc. 326,312$61,549,00061.43%
Cabot-Wellington, LLC 525,099$99,044,08460.66%
Gibson Capital, LLC 957,377$180,446,00053.44%
Beacon Wealthcare LLC 462,925$87,317,00048.27%
Avalon Advisory Group 430,142$81,133,00048.14%
CARL STUART INVESTMENT ADVISOR, INC 266,896$51,999,00045.23%
View complete list of VANGUARD INDEX FDS shareholders