Twelve Points Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Twelve Points Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$697,643
+49.4%
3,284
+54.9%
0.35%
+39.9%
Q2 2023$466,907
+16.2%
2,120
+7.7%
0.25%
+7.8%
Q1 2023$401,720
-10.2%
1,968
-15.9%
0.23%
-24.3%
Q4 2022$447,362
+6.0%
2,340
-0.4%
0.30%
-7.3%
Q3 2022$422,000
-4.7%
2,3500.0%0.33%
-3.8%
Q2 2022$443,000
-20.8%
2,350
-4.3%
0.34%
-18.4%
Q1 2022$559,0002,4550.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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