Sovereign Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Sovereign Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,440,584
-2.1%
30,321
+1.5%
2.52%
+1.6%
Q2 2023$6,577,531
+8.3%
29,860
+0.4%
2.48%
+3.2%
Q1 2023$6,071,317
-3.6%
29,747
-9.7%
2.41%
-8.9%
Q4 2022$6,296,614
+7.0%
32,934
+0.4%
2.64%
+0.3%
Q3 2022$5,885,000
-4.5%
32,790
+0.4%
2.63%
-1.3%
Q2 2022$6,161,000
-16.9%
32,661
+0.4%
2.67%
-8.5%
Q1 2022$7,410,000
-11.4%
32,547
-6.1%
2.92%
-10.5%
Q4 2021$8,367,000
-3.4%
34,656
-11.1%
3.26%
-5.6%
Q3 2021$8,660,000
-0.1%
39,000
+0.2%
3.45%
+5.5%
Q2 2021$8,669,000
+8.0%
38,907
+0.2%
3.27%
+2.8%
Q1 2021$8,024,000
+34.7%
38,819
+26.8%
3.18%
+31.9%
Q4 2020$5,959,000
+15.2%
30,617
+0.8%
2.42%
+19.3%
Q3 2020$5,173,000
+9.3%
30,375
+0.4%
2.02%
-5.8%
Q2 2020$4,733,000
+22.0%
30,240
+0.5%
2.15%
+7.1%
Q1 2020$3,879,000
-21.2%
30,0920.0%2.01%
-10.2%
Q4 2019$4,924,00030,0922.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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