Opal Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

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 2022
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