Accretive Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
Accretive Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,046,675
-4.4%
4,928
-0.9%
0.62%
-4.0%
Q2 2023$1,095,367
+8.9%
4,973
+0.9%
0.65%
+1.1%
Q1 2023$1,005,725
+6.8%
4,928
+0.0%
0.64%
-0.6%
Q4 2022$941,993
+6.8%
4,927
+0.3%
0.65%
-3.7%
Q3 2022$882,000
-4.9%
4,9130.0%0.67%
-0.1%
Q2 2022$927,000
-22.4%
4,913
-6.4%
0.67%
-10.3%
Q1 2022$1,195,000
-0.4%
5,251
+5.7%
0.75%
-1.8%
Q4 2021$1,200,000
+8.7%
4,9700.0%0.76%
-1.9%
Q3 2021$1,104,000
+0.8%
4,970
+1.2%
0.78%
-1.3%
Q2 2021$1,095,000
+17.7%
4,913
+9.2%
0.79%
-5.7%
Q1 2021$930,000
+6.2%
4,5000.0%0.84%
-3.3%
Q4 2020$876,0004,5000.87%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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