Palumbo Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Palumbo Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$465,711
-3.2%
2,193
+0.4%
0.26%
-12.9%
Q2 2023$481,164
+8.3%
2,184
+0.4%
0.29%
-0.3%
Q1 2023$444,113
+6.5%
2,176
-0.2%
0.30%
-10.9%
Q4 2022$416,863
+7.2%
2,180
+0.5%
0.33%
+0.6%
Q3 2022$389,000
-4.7%
2,170
+0.4%
0.33%
+1.5%
Q2 2022$408,000
+28.3%
2,161
+54.9%
0.32%
+58.8%
Q1 2022$318,000
-5.4%
1,395
+0.3%
0.20%
-2.9%
Q4 2021$336,000
+9.1%
1,391
+0.4%
0.21%
+3.4%
Q3 2021$308,0000.0%1,386
+0.3%
0.20%
-1.9%
Q2 2021$308,000
+5.1%
1,382
-2.5%
0.21%
-6.3%
Q1 2021$293,000
+6.5%
1,418
+0.3%
0.22%
-0.5%
Q4 2020$275,0001,4140.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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