ENCOMPASS WEALTH ADVISORS, LLC - 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
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$284,629
-19.7%
1,340
-16.7%
0.10%
-17.4%
Q2 2023$354,431
+7.9%
1,6090.0%0.12%
+2.7%
Q1 2023$328,397
+2.4%
1,609
-4.1%
0.11%
-4.3%
Q4 2022$320,626
+5.8%
1,677
-0.6%
0.12%
+1.7%
Q3 2022$303,000
-4.4%
1,687
+0.3%
0.12%
+2.7%
Q2 2022$317,000
-15.5%
1,682
+2.1%
0.11%
+17.9%
Q1 2022$375,000
-0.8%
1,647
+5.3%
0.10%
+3.3%
Q4 2021$378,000
+11.5%
1,564
+2.3%
0.09%
+4.5%
Q3 2021$339,000
-8.1%
1,529
-7.9%
0.09%
-3.3%
Q2 2021$369,000
+5.7%
1,660
+2.5%
0.09%
+2.2%
Q1 2021$349,000
+26.4%
1,620
+14.1%
0.09%
-44.0%
Q4 2020$276,0001,4200.16%
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