Fi3 FINANCIAL ADVISORS, 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
Fi3 FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,904,287
-13.6%
13,673
-10.4%
1.56%
-11.2%
Q2 2023$3,362,636
+29.0%
15,265
+19.5%
1.76%
+26.5%
Q1 2023$2,607,190
+8.4%
12,774
+1.6%
1.39%
+1.2%
Q4 2022$2,404,159
-0.5%
12,575
-6.6%
1.38%
-37.5%
Q3 2022$2,417,000
+7.3%
13,465
+13.3%
2.20%
+18.3%
Q2 2022$2,253,000
-17.6%
11,880
-1.0%
1.86%
-12.4%
Q1 2022$2,733,000
-31.6%
12,002
-27.5%
2.12%
-18.8%
Q4 2021$3,997,000
+43.0%
16,553
+31.5%
2.62%
+41.0%
Q3 2021$2,795,000
-5.5%
12,588
-3.0%
1.86%
-8.6%
Q2 2021$2,959,000
+37.4%
12,980
+24.6%
2.03%
+9.6%
Q1 2021$2,154,00010,4211.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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