CABOT WEALTH MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 547 filers reported holding VANGUARD INDEX FDS in Q3 2014. The put-call ratio across all filers is 0.65 and the average weighting 2.4%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$490,000
+67.2%
2,518
+29.1%
0.08%
+21.0%
Q2 2019$293,000
-19.3%
1,951
-22.1%
0.06%
-22.5%
Q1 2019$363,000
+12.4%
2,506
-1.0%
0.08%
+1.3%
Q4 2018$323,000
-7.2%
2,532
+8.8%
0.08%
+5.3%
Q3 2018$348,000
+6.4%
2,3270.0%0.08%
+2.7%
Q2 2018$327,000
-4.7%
2,327
-8.0%
0.07%
-5.2%
Q1 2018$343,000
-6.0%
2,528
-5.0%
0.08%
-2.5%
Q4 2017$365,000
-36.2%
2,661
-39.8%
0.08%
-38.3%
Q3 2017$572,000
+56.3%
4,420
+50.4%
0.13%
+50.6%
Q2 2017$366,000
-27.2%
2,939
-29.1%
0.08%
-31.5%
Q1 2017$503,000
+1.6%
4,143
-3.5%
0.12%
-7.5%
Q4 2016$495,000
-2.8%
4,295
-6.1%
0.13%
+2.3%
Q3 2016$509,000
+3.7%
4,572
-0.3%
0.13%
+1.6%
Q2 2016$491,000
-0.8%
4,584
-2.9%
0.13%
-6.5%
Q1 2016$495,000
+9.8%
4,719
+9.2%
0.14%
+20.0%
Q4 2015$451,000
+5.4%
4,323
-0.2%
0.12%
-2.5%
Q3 2015$428,000
-10.1%
4,333
-2.6%
0.12%
+1.7%
Q2 2015$476,000
-16.0%
4,448
-15.9%
0.12%
-15.9%
Q1 2015$567,000
-4.9%
5,287
-6.0%
0.14%
-6.1%
Q4 2014$596,000
+4.0%
5,626
-0.6%
0.15%0.0%
Q3 2014$573,000
-2.6%
5,661
-2.0%
0.15%
-0.7%
Q2 2014$588,000
+5.2%
5,776
+0.8%
0.15%
+0.7%
Q1 2014$559,000
+75.8%
5,731
+73.0%
0.15%
+77.1%
Q4 2013$318,000
+15.2%
3,312
+5.2%
0.08%0.0%
Q3 2013$276,000
-5.5%
3,148
-10.8%
0.08%
-17.0%
Q2 2013$292,0003,5280.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2014
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