Keystone Wealth Services, 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
Keystone Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$513,820
-3.6%
2,4190.0%0.20%
-2.0%
Q2 2023$532,857
+7.9%
2,4190.0%0.20%
-1.5%
Q1 2023$493,718
+6.8%
2,4190.0%0.20%0.0%
Q4 2022$462,489
+14.2%
2,419
+7.1%
0.20%
+5.8%
Q3 2022$405,000
-5.6%
2,259
-0.6%
0.19%
-0.5%
Q2 2022$429,000
-39.0%
2,272
-26.4%
0.19%
-31.2%
Q1 2022$703,000
-5.9%
3,087
-0.2%
0.28%
-7.9%
Q4 2021$747,0003,0930.30%
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