WEALTH EFFECTS LLC - 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
WEALTH EFFECTS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,706,821
-1.7%
26,867
+1.9%
2.82%
+10.3%
Q2 2023$5,808,009
+10.1%
26,366
+2.0%
2.56%
-5.4%
Q1 2023$5,275,278
+8.2%
25,847
+1.3%
2.70%
-3.0%
Q4 2022$4,876,592
+1635.4%
25,507
+1967.0%
2.78%
+2025.2%
Q1 2022$281,000
+12.9%
1,234
+19.6%
0.13%
+27.2%
Q4 2021$249,0001,0320.10%
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