Atlantic Private Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,665 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.60 and the average weighting 2.4%.

Quarter-by-quarter ownership
Atlantic Private Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$12,872,537
+2.0%
48,120
-0.9%
10.48%
-0.1%
Q1 2024$12,618,411
+1.0%
48,551
-7.8%
10.50%
-6.0%
Q4 2023$12,498,278
+11.1%
52,686
-0.5%
11.16%
-1.7%
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 Q2 2024
NameSharesValueWeighting ↓
Symetra Investment Management Co 35,258$7,861,000100.00%
Rainwater Charitable Foundation 568,485$126,670,00092.18%
Adventist Health System/ West 2,357,832$525,372,00076.91%
Miramar Fiduciary Corp 28,710$6,397,00076.55%
VIEWPOINT INVESTMENT PARTNERS CORP 503,316$112,149,00073.82%
Ebor Charitable Trust 164,409$36,634,00067.94%
PFM Asset Management LLC 13,130,956$2,925,840,00064.02%
AEGON USA Investment Management, LLC 972,943$216,791,00063.72%
Gibson Capital, LLC 930,958$207,304,00053.88%
Cabot-Wellington, LLC 514,196$114,573,00051.91%
View complete list of VANGUARD INDEX FDS shareholders