Kowal Investment Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Kowal Investment Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$559,137
-3.6%
2,6320.0%0.15%
-2.6%
Q2 2023$579,758
+6.7%
2,632
-1.2%
0.16%
+0.6%
Q1 2023$543,455
-27.9%
2,663
-32.4%
0.15%
-31.6%
Q4 2022$753,347
+42.7%
3,940
+34.1%
0.22%
+25.7%
Q3 2022$528,000
-2.0%
2,939
+2.8%
0.18%
+1.1%
Q2 2022$539,000
-38.8%
2,858
-26.1%
0.18%
-34.2%
Q1 2022$880,000
-12.5%
3,865
-7.2%
0.27%
-10.0%
Q4 2021$1,006,000
+1.8%
4,166
-6.4%
0.30%
-4.2%
Q3 2021$988,000
+3.7%
4,449
+4.1%
0.31%
-9.0%
Q2 2021$953,000
+24.9%
4,275
+15.9%
0.34%
+11.0%
Q1 2021$763,000
+15.4%
3,690
+10.9%
0.31%
+0.7%
Q4 2020$661,0003,3270.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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