Intergy Private Wealth, 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
Intergy Private Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,073,753
-3.5%
5,055
+0.1%
0.54%
-1.5%
Q2 2023$1,112,346
+9.6%
5,050
+1.6%
0.54%
-4.0%
Q1 2023$1,014,461
+0.9%
4,970
-5.5%
0.57%
-9.7%
Q4 2022$1,005,849
+9.1%
5,261
+2.5%
0.63%
-3.8%
Q3 2022$922,000
-4.8%
5,135
+0.1%
0.65%
-14.3%
Q2 2022$968,000
-17.5%
5,132
-0.5%
0.76%
-6.8%
Q1 2022$1,174,000
-16.6%
5,157
-11.6%
0.82%
-25.5%
Q4 2021$1,408,0005,8321.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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