ROOSEVELT INVESTMENT GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,303 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.18 and the average weighting 2.4%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2020$259,000
-91.6%
2,008
-89.3%
0.03%
-90.5%
Q4 2019$3,075,000
+151.0%
18,795
+131.6%
0.32%
+125.7%
Q3 2019$1,225,000
+0.6%
8,1140.0%0.14%
-2.1%
Q2 2019$1,218,000
+448.6%
8,114
+429.3%
0.14%
+410.7%
Q1 2019$222,000
+4.2%
1,533
-8.3%
0.03%
+21.7%
Q4 2018$213,000
-6.6%
1,671
+9.9%
0.02%
+9.5%
Q3 2018$228,0001,5210.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
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