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 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