FRG Family Wealth Advisors 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
FRG Family Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$27,619,927
-1.4%
130,031
+2.3%
6.24%
+1.8%
Q2 2023$28,000,100
+7.7%
127,111
-0.2%
6.13%
+3.2%
Q1 2023$25,999,792
+5.4%
127,388
-1.3%
5.94%
+1.1%
Q4 2022$24,673,620
+4.4%
129,053
-2.0%
5.88%
+0.7%
Q3 2022$23,637,000
-2.9%
131,705
+2.0%
5.84%
+3.8%
Q2 2022$24,346,000
-15.2%
129,075
+2.3%
5.62%
+0.7%
Q1 2022$28,714,000
-3.8%
126,123
+2.0%
5.59%
+0.3%
Q4 2021$29,859,000
+7.8%
123,671
-0.9%
5.57%
+2.4%
Q3 2021$27,701,000
-0.2%
124,745
+0.1%
5.44%
+3.2%
Q2 2021$27,767,000
+15.6%
124,614
+7.3%
5.27%
+7.8%
Q1 2021$24,011,000
+15.4%
116,168
+8.7%
4.89%
+7.9%
Q4 2020$20,808,000
+31.8%
106,906
+15.3%
4.53%
+18.1%
Q3 2020$15,793,000
+10.4%
92,728
+1.5%
3.84%
+1.7%
Q2 2020$14,305,000
+17.1%
91,391
-3.6%
3.77%
+1.8%
Q1 2020$12,221,000
-20.6%
94,799
+0.7%
3.71%
-0.4%
Q4 2019$15,397,000
+115.4%
94,103
+98.8%
3.72%
+102.0%
Q3 2019$7,148,000
+28.5%
47,337
+27.7%
1.84%
+25.9%
Q2 2019$5,562,000
+7.7%
37,055
+3.9%
1.46%
+0.1%
Q1 2019$5,163,000
-6.9%
35,677
-17.9%
1.46%
-19.3%
Q4 2018$5,546,000
-15.2%
43,452
-0.6%
1.81%
+1.1%
Q3 2018$6,539,000
+4.2%
43,695
-2.2%
1.79%
-4.5%
Q2 2018$6,273,000
-3.4%
44,668
-6.6%
1.88%
-12.9%
Q1 2018$6,493,000
-1.1%
47,8440.0%2.16%
+1.7%
Q4 2017$6,567,000
+6.0%
47,844
-0.0%
2.12%
-0.7%
Q3 2017$6,197,000
+13.2%
47,846
+8.8%
2.14%
+5.9%
Q2 2017$5,475,000
+5.6%
43,996
+3.2%
2.02%
-0.2%
Q1 2017$5,183,000
+4.0%
42,646
-1.4%
2.02%
-3.2%
Q4 2016$4,986,000
+7.1%
43,240
+3.4%
2.09%
-0.5%
Q3 2016$4,657,000
+3.9%
41,8290.0%2.10%
+3.6%
Q2 2016$4,482,000
+2.1%
41,8290.0%2.03%
-4.8%
Q1 2016$4,390,000
+0.6%
41,8290.0%2.13%
+0.1%
Q4 2015$4,363,00041,8292.12%
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