Everhart Financial Group, Inc. - 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
Everhart Financial Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$24,993,215
+34.6%
119,275
+3.6%
10.60%
+38.0%
Q2 2023$18,571,091
-19.0%
115,099
+1.1%
7.68%
-25.3%
Q1 2023$22,913,230
+8.2%
113,871
+1.3%
10.28%
-3.3%
Q4 2022$21,181,349
+31.0%
112,390
+24.7%
10.64%
+18.9%
Q3 2022$16,169,000
-1.2%
90,093
+3.9%
8.95%
-10.0%
Q2 2022$16,362,000
-22.0%
86,743
-5.9%
9.94%
-18.0%
Q1 2022$20,980,000
-6.0%
92,151
-0.3%
12.13%
-10.0%
Q4 2021$22,308,000
+9.6%
92,396
+0.8%
13.47%
-3.4%
Q3 2021$20,358,000
+0.9%
91,680
+1.3%
13.95%
+0.4%
Q2 2021$20,173,000
+12.2%
90,533
+4.0%
13.88%
-12.0%
Q1 2021$17,987,000
+7.1%
87,027
+0.9%
15.78%
+1.9%
Q4 2020$16,793,00086,27915.50%
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