Opal Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Opal Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$905,717
-3.7%
4,264
-0.1%
0.53%
+13.0%
Q2 2023$940,596
+7.9%
4,2700.0%0.47%
-7.9%
Q1 2023$871,507
+6.8%
4,2700.0%0.51%
+13.1%
Q4 2022$816,381
+6.6%
4,2700.0%0.45%
-19.5%
Q3 2022$766,000
-4.8%
4,2700.0%0.56%
+5.1%
Q2 2022$805,000
-17.2%
4,2700.0%0.53%
-37.1%
Q1 2022$972,000
-24.4%
4,270
-19.9%
0.85%
+3.9%
Q4 2021$1,286,000
+21.9%
5,328
+12.1%
0.81%
-19.7%
Q3 2021$1,055,000
-1.7%
4,753
-1.3%
1.01%
+1.5%
Q2 2021$1,073,000
+9.3%
4,816
+1.3%
1.00%
-6.4%
Q1 2021$982,000
+12.0%
4,753
+5.5%
1.07%
-2.9%
Q4 2020$877,0004,5051.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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