SAX WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,599,251
-2.7%
16,945
+0.9%
0.71%
-3.8%
Q2 2023$3,699,640
+20.6%
16,795
+11.7%
0.74%
+10.5%
Q1 2023$3,068,636
+2.4%
15,035
-4.1%
0.67%
-3.6%
Q4 2022$2,996,248
+19.8%
15,672
+12.4%
0.69%
+7.5%
Q3 2022$2,502,000
-1.4%
13,941
+3.6%
0.64%
-0.2%
Q2 2022$2,537,000
-16.5%
13,452
+0.8%
0.64%
-12.2%
Q1 2022$3,039,000
-5.4%
13,350
+0.3%
0.74%
+9.9%
Q4 2021$3,213,000
+16.5%
13,306
+7.1%
0.67%
+2.1%
Q3 2021$2,759,000
+0.1%
12,427
+0.5%
0.66%
-30.7%
Q2 2021$2,756,000
+12.9%
12,369
+4.7%
0.94%
+5.8%
Q1 2021$2,441,000
+6.3%
11,811
+0.1%
0.89%
-15.4%
Q4 2020$2,297,00011,8031.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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