Keystone Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

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 Q1 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