Smallwood Wealth Investment 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
Smallwood Wealth Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,380,039
-4.8%
30,036
-1.3%
5.81%
-2.8%
Q2 2023$6,700,572
+8.5%
30,418
+0.5%
5.97%
+2.1%
Q1 2023$6,174,857
+6.7%
30,254
-0.1%
5.85%
+19.4%
Q4 2022$5,787,253
+3.1%
30,270
-3.2%
4.90%
-2.9%
Q3 2022$5,611,000
+36.0%
31,266
+42.9%
5.04%
+20.6%
Q2 2022$4,126,000
-17.7%
21,873
-0.7%
4.18%
-11.8%
Q1 2022$5,016,000
-7.9%
22,030
-2.4%
4.74%
-6.5%
Q4 2021$5,448,00022,5665.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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