Forum Financial Management, LP - 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
Forum Financial Management, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,877,532
+2.6%
18,255
+6.4%
0.09%
+1.2%
Q2 2023$3,779,386
+43.6%
17,157
+33.1%
0.08%
+11.8%
Q1 2023$2,631,105
+1.4%
12,891
-5.1%
0.08%
-11.6%
Q4 2022$2,595,831
+14.7%
13,577
+7.6%
0.09%
-21.1%
Q3 2022$2,264,000
-13.7%
12,617
-9.2%
0.11%
-17.4%
Q2 2022$2,622,000
+5.6%
13,901
+27.5%
0.13%
+10.0%
Q1 2022$2,482,000
-3.6%
10,902
+2.2%
0.12%
-9.1%
Q4 2021$2,575,00010,6650.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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