DOPKINS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,312 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 2.4%.

Quarter-by-quarter ownership
DOPKINS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$382,126
+15.0%
1,799
+19.3%
0.29%
-2.4%
Q2 2023$332,182
+4.5%
1,508
-3.2%
0.30%
-0.7%
Q1 2023$317,988
+17.8%
1,558
+10.3%
0.30%
+25.2%
Q4 2022$269,960
+6.7%
1,4120.0%0.24%
-15.9%
Q3 2022$253,000
-4.9%
1,4120.0%0.28%
-1.4%
Q2 2022$266,000
+6.0%
1,412
+28.0%
0.29%
+5.1%
Q1 2022$251,000
-3.8%
1,103
+2.1%
0.27%
+5.8%
Q4 2021$261,0001,0800.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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