Atlantic Private Wealth, 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
Atlantic Private Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,246,512
+4.2%
52,947
+8.0%
11.36%
+3.5%
Q2 2023$10,795,595
-8.9%
49,009
-15.6%
10.98%
-11.9%
Q1 2023$11,851,786
-3.4%
58,069
-9.5%
12.45%
-5.6%
Q4 2022$12,268,080
+14.4%
64,167
+7.4%
13.20%
+9.7%
Q3 2022$10,725,000
-13.9%
59,760
-9.5%
12.03%
-6.0%
Q2 2022$12,459,000
-7.1%
66,052
+12.2%
12.80%
+1.0%
Q1 2022$13,408,000
-8.0%
58,894
-2.4%
12.68%
-1.1%
Q4 2021$14,575,00060,36612.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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