CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,053,235
-6.5%
37,914
-3.1%
0.22%
-7.0%
Q2 2023$8,616,982
+61.9%
39,118
+50.0%
0.24%
+54.1%
Q1 2023$5,322,609
-60.0%
26,078
-62.5%
0.16%
-68.3%
Q4 2022$13,297,130
+107.2%
69,549
+94.5%
0.50%
-37.5%
Q3 2022$6,417,000
-12.3%
35,754
-7.8%
0.79%
+160.5%
Q2 2022$7,315,000
+16.0%
38,781
+40.0%
0.30%
+35.1%
Q1 2022$6,305,000
+7.2%
27,693
+13.7%
0.22%
+4.7%
Q4 2021$5,881,000
+45.1%
24,360
+33.5%
0.22%
+35.2%
Q3 2021$4,053,000
+5.0%
18,252
+5.4%
0.16%
+0.6%
Q2 2021$3,860,000
+8.6%
17,325
+0.7%
0.16%
-6.0%
Q1 2021$3,555,000
+7.5%
17,200
+1.3%
0.17%
+3.7%
Q4 2020$3,306,000
+14.2%
16,987
-0.1%
0.16%
-0.6%
Q3 2020$2,896,000
+21.2%
17,004
+11.4%
0.16%
+11.6%
Q2 2020$2,390,000
+89.5%
15,270
+39.6%
0.15%
+1.4%
Q4 2016$1,261,000
+9.8%
10,936
+6.1%
0.14%
+2.9%
Q3 2016$1,148,00010,3110.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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