EXECUTIVE WEALTH GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,665 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.60 and the average weighting 2.4%.

Quarter-by-quarter ownership
EXECUTIVE WEALTH GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2024$46,413,517
+216.8%
185,069
+199.6%
9.66%
+3.7%
Q4 2023$14,652,095
+9.4%
61,766
-2.1%
9.32%
-2.0%
Q3 2023$13,394,581
-3.3%
63,060
+0.3%
9.51%
+1.6%
Q2 2023$13,853,980
+8.2%
62,893
+0.3%
9.36%
+3.2%
Q1 2023$12,802,420
+6.9%
62,726
+0.1%
9.06%
-0.9%
Q4 2022$11,975,203
+7.6%
62,635
+1.0%
9.14%
-4.3%
Q3 2022$11,133,516
-8.8%
62,036
-4.2%
9.56%
+1.2%
Q2 2022$12,212,077
-18.1%
64,744
-1.1%
9.45%
-3.3%
Q1 2022$14,905,366
-5.2%
65,469
+0.5%
9.77%
+0.5%
Q4 2021$15,723,336
+9.0%
65,123
+0.2%
9.72%
+10.2%
Q3 2021$14,430,399
-1.7%
64,984
-1.3%
8.82%
+1.6%
Q2 2021$14,673,970
+6.9%
65,856
-0.9%
8.68%
+2.7%
Q1 2021$13,729,945
+7.7%
66,428
+1.4%
8.45%
-1.7%
Q4 2020$12,746,619
+11.5%
65,488
-2.5%
8.60%
-2.1%
Q3 2020$11,433,876
+6.9%
67,136
-1.8%
8.78%
+2.6%
Q2 2020$10,698,417
+19.7%
68,347
-1.4%
8.56%
-0.0%
Q1 2020$8,935,735
-21.2%
69,318
-0.0%
8.56%
-0.4%
Q4 2019$11,346,623
+7.6%
69,347
-0.7%
8.60%
+1.9%
Q3 2019$10,545,098
-0.4%
69,835
-1.0%
8.44%
+4.0%
Q2 2019$10,588,971
+4.0%
70,551
+0.3%
8.12%
+2.3%
Q1 2019$10,177,526
+13.9%
70,330
+0.5%
7.93%
-6.0%
Q4 2018$8,934,013
-13.9%
69,999
+0.9%
8.43%
-2.0%
Q3 2018$10,382,318
+5.2%
69,377
-1.3%
8.61%
-2.0%
Q2 2018$9,871,023
+9.2%
70,291
+5.5%
8.78%
+12.8%
Q1 2018$9,041,769
+2.3%
66,621
+3.4%
7.79%
-1.4%
Q4 2017$8,840,90764,4157.90%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
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