Collaborative Wealth Managment Inc. - 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
Collaborative Wealth Managment Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,125,473
-9.7%
10,006
-6.3%
1.27%
-9.4%
Q2 2023$2,353,270
+2.9%
10,683
-4.6%
1.40%
-2.8%
Q1 2023$2,286,249
-1.3%
11,202
-7.5%
1.44%
-5.3%
Q4 2022$2,315,500
+5.8%
12,111
-0.6%
1.52%
-1.7%
Q3 2022$2,188,000
-8.7%
12,189
-4.0%
1.55%
-1.5%
Q2 2022$2,396,000
-30.5%
12,702
-11.1%
1.57%
-16.7%
Q4 2021$3,448,000
+9.9%
14,281
+3.7%
1.89%
+4.4%
Q1 2021$3,137,00013,7771.81%
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