PRIO WEALTH LIMITED PARTNERSHIP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
PRIO WEALTH LIMITED PARTNERSHIP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$760,216
+21.2%
3,579
+25.7%
0.03%
+31.8%
Q2 2023$627,358
+11.0%
2,848
+2.9%
0.02%0.0%
Q1 2023$565,153
+8.3%
2,769
+1.4%
0.02%
+4.8%
Q4 2022$521,949
+10.4%
2,730
+3.6%
0.02%
+5.0%
Q3 2022$472,903
-3.6%
2,635
+1.3%
0.02%0.0%
Q2 2022$490,789
+84228.0%
2,602
+1.8%
0.02%
+5.3%
Q1 2022$582
-99.9%
2,555
+6.9%
0.02%
+5.6%
Q4 2021$577,000
+9.9%
2,390
+1.1%
0.02%0.0%
Q3 2021$525,000
-3.0%
2,364
-2.7%
0.02%0.0%
Q2 2021$541,000
+8.9%
2,429
+1.1%
0.02%0.0%
Q1 2021$497,000
+2.5%
2,403
-3.6%
0.02%0.0%
Q4 2020$485,000
+10.2%
2,492
-3.6%
0.02%0.0%
Q3 2020$440,000
+5.0%
2,585
-3.5%
0.02%
-5.3%
Q2 2020$419,000
+25.8%
2,678
+3.8%
0.02%
+5.6%
Q1 2020$333,000
-21.6%
2,581
-0.5%
0.02%0.0%
Q4 2019$425,000
+12.4%
2,595
+3.7%
0.02%
+5.9%
Q3 2019$378,000
+5.0%
2,502
+4.2%
0.02%0.0%
Q2 2019$360,000
+13.9%
2,402
+9.8%
0.02%
+13.3%
Q1 2019$316,000
+22.0%
2,188
+7.5%
0.02%
+7.1%
Q4 2018$259,000
-10.4%
2,036
+5.3%
0.01%
+7.7%
Q3 2018$289,000
-17.9%
1,933
-22.9%
0.01%
-23.5%
Q2 2018$352,000
+1.1%
2,508
-2.2%
0.02%0.0%
Q1 2018$348,000
-39.1%
2,565
-38.4%
0.02%
-37.0%
Q4 2017$571,000
+5.9%
4,165
+0.0%
0.03%
+3.8%
Q3 2017$539,000
+2.9%
4,163
-1.2%
0.03%0.0%
Q2 2017$524,000
-9.8%
4,213
-12.0%
0.03%
-13.3%
Q1 2017$581,000
+5.3%
4,7900.0%0.03%0.0%
Q4 2016$552,000
+11.5%
4,790
+7.7%
0.03%
+15.4%
Q3 2016$495,000
+4.0%
4,4480.0%0.03%0.0%
Q2 2016$476,000
+2.1%
4,4480.0%0.03%
+4.0%
Q1 2016$466,0004,4480.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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