Cassady Schiller Wealth Management, 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
Cassady Schiller Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,034,202
-3.4%
4,869
+0.2%
0.57%
-1.4%
Q2 2023$1,070,467
-9.3%
4,860
-16.0%
0.58%
+4.7%
Q1 2023$1,180,541
+27.2%
5,784
+19.1%
0.56%
-2.8%
Q4 2022$928,174
-16.2%
4,855
-21.3%
0.57%
-10.6%
Q3 2022$1,107,000
-10.2%
6,167
-5.6%
0.64%
-1.4%
Q2 2022$1,233,000
-17.1%
6,534
+0.0%
0.65%
-9.5%
Q1 2022$1,487,000
-0.7%
6,533
+5.4%
0.72%
-20.5%
Q4 2021$1,497,0006,2000.90%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders