WMG Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
WMG Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$1,780,840
+4.6%
8,085
-2.8%
1.31%
-7.0%
Q1 2023$1,702,267
+6.7%
8,316
-0.3%
1.41%
+3.9%
Q4 2022$1,594,761
+6.0%
8,342
-0.5%
1.36%
+0.1%
Q3 2022$1,505,000
+0.7%
8,382
+5.8%
1.36%
+4.6%
Q2 2022$1,495,000
+35.0%
7,924
+63.5%
1.30%
+59.2%
Q1 2022$1,107,000
-8.7%
4,846
-3.8%
0.81%
-13.9%
Q4 2021$1,213,0005,0390.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 290,848$70,260,000100.00%
Rainwater Charitable Foundation 598,119$144,410,00092.19%
Adventist Health System/ West 1,951,152$471,086,00070.50%
Ebor Charitable Trust 143,554$34,660,00068.98%
Kinsale Capital Group, Inc. 337,078$81,384,00065.96%
AEGON USA Investment Management, LLC 962,312$232,341,00064.57%
VIEWPOINT INVESTMENT PARTNERS CORP 449,473$108,521,00061.34%
Monashee Investment Management LLC 1,017,700$245,713,00060.73%
Cabot-Wellington, LLC 521,455$125,900,15657.83%
Hernani LP 951,548$229,742,00052.37%
View complete list of VANGUARD INDEX FDS shareholders