INVESTMENT ADVISORY SERVICES INC /TX /ADV - 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
INVESTMENT ADVISORY SERVICES INC /TX /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,811,692
-3.6%
8,529
+0.0%
0.78%
-1.6%
Q2 2023$1,878,555
+10.9%
8,528
+2.8%
0.79%
-4.9%
Q1 2023$1,693,420
-10.9%
8,297
-16.2%
0.83%
-14.6%
Q4 2022$1,900,277
+1.5%
9,903
-5.1%
0.98%
-12.7%
Q3 2022$1,872,000
-1.3%
10,430
+3.7%
1.12%
+2.1%
Q2 2022$1,897,000
-11.0%
10,059
+7.5%
1.10%
-7.8%
Q1 2022$2,131,000
-1.8%
9,361
+4.1%
1.19%
+0.4%
Q4 2021$2,170,000
+8.9%
8,988
+0.2%
1.18%
-3.0%
Q3 2021$1,993,000
+1.7%
8,974
+2.1%
1.22%
+0.9%
Q2 2021$1,959,000
+26.1%
8,791
+10.2%
1.21%
+11.2%
Q4 2020$1,553,000
+29.1%
7,979
+13.0%
1.09%
+14.4%
Q3 2020$1,203,000
+6.1%
7,064
-2.5%
0.95%
-2.0%
Q2 2020$1,134,000
+21.4%
7,248
+0.0%
0.97%
-3.2%
Q1 2020$934,000
-24.3%
7,247
+1.9%
1.00%
-9.8%
Q4 2019$1,234,0007,1141.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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