CHERRYDALE WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

Quarter-by-quarter ownership
CHERRYDALE WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$43,827,116
+17.8%
184,753
+5.5%
22.87%
+3.3%
Q3 2023$37,214,500
+10.3%
175,201
+14.4%
22.14%
-6.0%
Q2 2023$33,726,414
+9.2%
153,107
+1.2%
23.55%
+0.7%
Q1 2023$30,873,927
+10.3%
151,269
+3.3%
23.39%
+0.9%
Q4 2022$27,991,598
+23.5%
146,407
+15.9%
23.18%
+10.8%
Q3 2022$22,666,000
+2.9%
126,296
+8.1%
20.92%
+3.5%
Q2 2022$22,037,000
-36.0%
116,834
-22.8%
20.21%
-20.1%
Q1 2022$34,450,000
+12.9%
151,319
+19.7%
25.28%
+10.5%
Q4 2021$30,510,000126,36722.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders