SOA Wealth Advisors, LLC. - 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
SOA Wealth Advisors, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$390,459
-3.1%
1,838
+0.5%
0.10%
+3.2%
Q2 2023$402,845
+8.2%
1,829
+0.3%
0.09%
+2.2%
Q1 2023$372,344
+6.9%
1,824
+0.1%
0.09%
-2.1%
Q4 2022$348,345
-10.0%
1,822
-15.6%
0.09%
-19.7%
Q3 2022$387,000
+19.1%
2,158
+25.1%
0.12%
+21.9%
Q2 2022$325,000
-5.2%
1,725
+14.4%
0.10%
+14.3%
Q1 2022$343,000
+110.4%
1,508
+123.1%
0.08%
+115.4%
Q4 2021$163,000
+8.7%
6760.0%0.04%
+2.6%
Q3 2021$150,000
-16.7%
676
-16.6%
0.04%
-17.4%
Q2 2021$180,000
+41.7%
811
+31.2%
0.05%
+27.8%
Q1 2021$127,0000.0%6180.0%0.04%
+2.9%
Q4 2020$127,0006180.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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