Accretive Wealth Partners, 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
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 Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders