Clearstead Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,177,190
+105.2%
132,655
+112.8%
0.82%
-1.7%
Q2 2023$13,733,267
+44.8%
62,345
+34.1%
0.83%
+20.4%
Q1 2023$9,487,333
+7.7%
46,484
+0.9%
0.69%
+0.1%
Q4 2022$8,811,518
+47.6%
46,088
+38.5%
0.69%
+25.5%
Q3 2022$5,970,000
-18.6%
33,265
-14.5%
0.55%
-3.8%
Q2 2022$7,336,000
+6.6%
38,892
+28.7%
0.57%
+22.5%
Q1 2022$6,880,000
-4.1%
30,219
+1.7%
0.47%
-4.3%
Q4 2021$7,173,000
+21.7%
29,708
+11.9%
0.49%
+10.9%
Q3 2021$5,895,000
+117.8%
26,547
+118.5%
0.44%
+111.5%
Q2 2021$2,707,000
+13.0%
12,149
+4.8%
0.21%
+4.0%
Q1 2021$2,395,000
+7.2%
11,589
+0.9%
0.20%
-1.5%
Q4 2020$2,235,000
+18.7%
11,482
+3.9%
0.20%
+0.5%
Q3 2020$1,883,000
+13.2%
11,055
+4.0%
0.20%
+5.2%
Q2 2020$1,664,000
+31.5%
10,629
+8.3%
0.19%
+4.3%
Q1 2020$1,265,000
-7.3%
9,815
+17.6%
0.18%
+10.8%
Q4 2019$1,365,000
+8.3%
8,3430.0%0.17%
-1.8%
Q3 2019$1,260,000
-70.1%
8,343
-70.3%
0.17%
-69.9%
Q2 2019$4,218,000
+15.4%
28,104
+11.3%
0.56%
+11.5%
Q1 2019$3,655,000
+54.9%
25,255
+36.7%
0.50%
+37.3%
Q4 2018$2,359,000
-24.7%
18,480
-11.7%
0.37%
-14.5%
Q3 2018$3,132,000
+245.3%
20,932
+223.9%
0.43%
+232.6%
Q2 2018$907,000
-70.6%
6,462
-71.5%
0.13%
-71.1%
Q1 2018$3,082,000
+357.9%
22,711
+363.5%
0.45%
+391.2%
Q4 2017$673,000
-77.1%
4,900
-78.4%
0.09%
-76.3%
Q3 2017$2,945,000
+5.1%
22,736
+1.0%
0.38%
-6.1%
Q2 2017$2,801,000
-2.1%
22,509
-4.6%
0.41%
-1.7%
Q1 2017$2,862,000
+10.5%
23,594
+5.0%
0.42%
-0.7%
Q4 2016$2,590,00022,4630.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders