Congress Wealth Management LLC / DE / - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,181,349
+35.6%
10,269
+40.6%
0.04%
+21.6%
Q2 2023$1,608,553
+12.6%
7,302
+4.3%
0.04%
+8.8%
Q1 2023$1,428,291
-1.2%
6,998
-7.5%
0.03%
-8.1%
Q4 2022$1,446,044
-42.0%
7,563
-45.6%
0.04%
-44.8%
Q3 2022$2,494,000
-3.2%
13,897
+1.7%
0.07%
+1.5%
Q2 2022$2,576,000
-26.3%
13,662
-11.0%
0.07%
-13.2%
Q1 2022$3,496,000
-62.9%
15,356
-60.6%
0.08%
-59.4%
Q4 2021$9,417,00039,0090.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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