Bradley & Co. Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Bradley & Co. Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,786,235
-15.6%
22,533
-12.5%
4.99%
-11.1%
Q2 2023$5,671,990
+14.1%
25,749
+5.7%
5.62%
+3.1%
Q1 2023$4,972,284
+12.9%
24,362
+5.7%
5.45%
+1.5%
Q4 2022$4,405,973
+37.3%
23,045
+28.9%
5.36%
+40.2%
Q3 2022$3,209,000
-18.2%
17,880
-14.0%
3.83%
-11.4%
Q2 2022$3,921,000
-7.1%
20,789
+12.1%
4.32%
+19.1%
Q1 2022$4,221,000
+18.1%
18,541
+25.3%
3.63%
+26.6%
Q4 2021$3,574,000
+9.8%
14,803
+1.0%
2.86%
+2.0%
Q3 2021$3,255,000
-2.7%
14,659
-2.4%
2.81%
-3.8%
Q2 2021$3,345,000
+9.4%
15,013
+1.5%
2.92%
+3.5%
Q1 2021$3,057,00014,7882.82%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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