Forza Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,280 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
Forza Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,276,290
+10.1%
4,771
+6.9%
0.66%
+9.1%
Q1 2024$1,159,414
-1.5%
4,461
-10.1%
0.60%
-7.1%
Q4 2023$1,176,848
-31.3%
4,961
-38.5%
0.65%
-26.5%
Q3 2023$1,712,237
-3.6%
8,0610.0%0.88%
-1.2%
Q2 2023$1,775,677
+7.9%
8,0610.0%0.89%
+5.5%
Q1 2023$1,645,250
+73.5%
8,061
+62.6%
0.85%
+34.7%
Q4 2022$948,1114,9590.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 35,258$7,861,000100.00%
Rainwater Charitable Foundation 568,485$126,670,00092.18%
Adventist Health System/ West 2,357,832$525,372,00076.91%
Miramar Fiduciary Corp 28,710$6,397,00076.55%
VIEWPOINT INVESTMENT PARTNERS CORP 503,316$112,149,00073.82%
Ebor Charitable Trust 164,409$36,634,00067.94%
PFM Asset Management LLC 13,130,956$2,925,840,00064.02%
AEGON USA Investment Management, LLC 972,943$216,791,00063.72%
Gibson Capital, LLC 930,958$207,304,00053.88%
Cabot-Wellington, LLC 514,196$114,573,00051.91%
View complete list of VANGUARD INDEX FDS shareholders