PDS Planning, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,247,042
+10.6%
19,995
+14.7%
0.55%
+11.8%
Q2 2023$3,841,263
+6.7%
17,438
-1.2%
0.49%
-1.2%
Q1 2023$3,601,128
+9.3%
17,644
+2.4%
0.50%
-5.5%
Q4 2022$3,293,692
-11.8%
17,227
-17.2%
0.53%
-22.6%
Q3 2022$3,736,000
-0.1%
20,816
+5.0%
0.68%
+0.4%
Q2 2022$3,741,000
-19.2%
19,834
-2.5%
0.68%
-16.9%
Q1 2022$4,631,000
+11.3%
20,342
+18.1%
0.82%
+2.4%
Q4 2021$4,159,000
+5.1%
17,228
-3.3%
0.80%
-12.8%
Q3 2021$3,956,000
-6.3%
17,816
-6.0%
0.91%
-11.3%
Q2 2021$4,224,000
+2.1%
18,959
-5.3%
1.03%
-14.3%
Q1 2021$4,139,000
+0.1%
20,023
-5.7%
1.20%
-15.4%
Q4 2020$4,133,000
+15.1%
21,237
+0.7%
1.42%
-2.9%
Q3 2020$3,590,000
+8.2%
21,081
-0.6%
1.46%
-2.8%
Q2 2020$3,319,000
+13.9%
21,201
-6.2%
1.50%
-19.1%
Q1 2020$2,913,000
-2.9%
22,596
+23.3%
1.86%
-1.7%
Q4 2019$2,999,000
+12.4%
18,327
+3.8%
1.89%
+2.2%
Q3 2019$2,667,000
+3.8%
17,661
+3.2%
1.85%
-3.1%
Q2 2019$2,569,000
+5.3%
17,116
+1.5%
1.91%
+0.8%
Q1 2019$2,440,000
-0.4%
16,865
-12.2%
1.90%
-10.0%
Q4 2018$2,451,000
-12.7%
19,206
+2.4%
2.11%
-12.3%
Q3 2018$2,806,000
+9.8%
18,750
+3.0%
2.40%
-4.7%
Q2 2018$2,556,000
+4.2%
18,200
+0.7%
2.52%
+1.7%
Q1 2018$2,453,000
+3.9%
18,075
+5.0%
2.48%
+3.6%
Q4 2017$2,362,00017,2132.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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