Wealth Dimensions Group, Ltd. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Wealth Dimensions Group, Ltd. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$822,973
-3.6%
3,8740.0%0.30%
-3.9%
Q2 2023$853,465
+10.0%
3,874
+1.9%
0.31%
+3.7%
Q1 2023$775,877
+38.7%
3,801
+29.9%
0.30%
+31.6%
Q4 2022$559,318
+9.0%
2,925
+2.3%
0.23%
-10.2%
Q3 2022$513,000
-4.6%
2,858
+0.1%
0.25%
-0.4%
Q2 2022$538,000
-17.2%
2,8540.0%0.26%
-15.3%
Q1 2022$650,000
-4.7%
2,854
+1.0%
0.30%
-9.9%
Q4 2021$682,000
+8.1%
2,826
-0.5%
0.33%
-17.3%
Q3 2021$631,000
-5.1%
2,840
-4.8%
0.40%
-10.4%
Q2 2021$665,000
+16.5%
2,983
+7.9%
0.45%
+1.8%
Q1 2021$571,000
+6.1%
2,7650.0%0.44%
-4.7%
Q4 2020$538,0002,7650.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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