DEFINED WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
DEFINED WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$944,152
-2.6%
4,445
+1.0%
0.80%
-1.5%
Q2 2023$968,938
+62.4%
4,399
+50.5%
0.82%
+46.7%
Q1 2023$596,578
+14.6%
2,923
+7.4%
0.56%
+13.9%
Q4 2022$520,498
+10.5%
2,722
+3.8%
0.49%
-4.7%
Q3 2022$471,000
+13.2%
2,623
+18.9%
0.51%
+20.4%
Q2 2022$416,000
-7.3%
2,206
+11.8%
0.43%
+7.8%
Q1 2022$449,000
+18.5%
1,974
+25.9%
0.40%
+27.4%
Q4 2021$379,000
+9.9%
1,568
+1.0%
0.31%
+1.3%
Q3 2021$345,000
+3.0%
1,553
+3.4%
0.31%
+2.7%
Q2 2021$335,000
+29.3%
1,502
+20.0%
0.30%
+21.1%
Q1 2021$259,000
+8.4%
1,252
+1.8%
0.25%
+4.2%
Q4 2020$239,0001,2300.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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