HB Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,465,538,437
-2.5%
7,149,115
+1.4%
23.66%
-1.4%
Q2 2023$1,502,934,035
+9.4%
7,053,200
-0.9%
23.99%
+0.7%
Q1 2023$1,373,458,772
+8.0%
7,115,053
+3.9%
23.83%
+3.0%
Q4 2022$1,271,482,732
+6.7%
6,851,012
+3.2%
23.15%
-8.7%
Q3 2022$1,191,514,000
-9.6%
6,639,069
-5.0%
25.34%
-6.3%
Q2 2022$1,318,438,000
-15.4%
6,989,916
+2.1%
27.04%
-6.4%
Q1 2022$1,558,255,000
+4.9%
6,844,356
+11.2%
28.89%
-3.3%
Q4 2021$1,485,812,0006,153,95829.89%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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