Clientfirst Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Clientfirst Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$237,050
-3.8%
1,1000.0%0.29%
-1.7%
Q2 2023$246,345
+10.3%
1,1000.0%0.29%
-1.3%
Q1 2023$223,311
+6.2%
1,1000.0%0.30%
+11.2%
Q4 2022$210,309
-3.5%
1,1000.0%0.27%
-1.1%
Q3 2022$218,000
+5.3%
1,1000.0%0.27%
-14.3%
Q2 2022$207,000
-17.2%
1,1000.0%0.32%
+37.0%
Q1 2022$250,000
-1.2%
1,1000.0%0.23%
+1.3%
Q4 2021$253,0001,1000.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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