Wealth Dimensions Group, Ltd. - 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
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 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