COBBLESTONE CAPITAL ADVISORS LLC /NY/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$21,697,701
-4.8%
102,150
-1.3%
1.61%
+0.1%
Q2 2023$22,789,194
+4.5%
103,456
-3.2%
1.61%
-1.0%
Q1 2023$21,813,697
+25.3%
106,877
+17.4%
1.62%
+22.3%
Q4 2022$17,408,143
+1.0%
91,052
-5.2%
1.33%
-7.5%
Q3 2022$17,238,000
+0.1%
96,048
+5.2%
1.44%
+8.9%
Q2 2022$17,219,000
-16.9%
91,289
+0.3%
1.32%
-6.3%
Q1 2022$20,732,000
-4.2%
91,060
+1.6%
1.41%
+1.2%
Q4 2021$21,641,000
+4.5%
89,631
-3.9%
1.39%
-1.8%
Q3 2021$20,719,000
-1.8%
93,302
-1.5%
1.42%
-0.9%
Q2 2021$21,098,000
+0.4%
94,688
-6.8%
1.43%
-6.5%
Q1 2021$21,006,000
+5.1%
101,630
-1.0%
1.53%
-0.8%
Q4 2020$19,990,000
+16.1%
102,701
+1.6%
1.54%
+3.6%
Q3 2020$17,224,000
+3.2%
101,133
-5.2%
1.49%
-1.5%
Q2 2020$16,697,000
+24.0%
106,670
+2.1%
1.51%
+3.6%
Q1 2020$13,464,000
-23.5%
104,447
-2.9%
1.46%
-8.6%
Q4 2019$17,598,000
+37.7%
107,552
+27.1%
1.59%
+25.1%
Q3 2019$12,778,000
+0.9%
84,622
+0.3%
1.27%
+11.7%
Q2 2019$12,660,000
-5.4%
84,347
-8.8%
1.14%
-8.9%
Q1 2019$13,386,000
+13.3%
92,505
-0.1%
1.25%
+2.9%
Q4 2018$11,818,000
-14.3%
92,595
+0.4%
1.22%
-6.2%
Q3 2018$13,797,000
+6.6%
92,198
+0.0%
1.30%
+1.4%
Q2 2018$12,945,000
+4.7%
92,182
+1.1%
1.28%
+2.1%
Q1 2018$12,369,000
-9.2%
91,137
-8.2%
1.25%
-7.5%
Q4 2017$13,619,000
+13.5%
99,227
+7.1%
1.35%
-8.5%
Q3 2017$12,003,000
+8.1%
92,672
+3.9%
1.48%
+2.6%
Q2 2017$11,103,000
+7.4%
89,217
+4.7%
1.44%
+4.9%
Q1 2017$10,338,000
+0.5%
85,217
-4.5%
1.38%
-3.1%
Q4 2016$10,291,000
+3.6%
89,237
-0.0%
1.42%
+0.9%
Q3 2016$9,937,000
+5.2%
89,259
+1.3%
1.41%
+4.5%
Q2 2016$9,442,000
+2.0%
88,112
-0.2%
1.35%
-0.3%
Q1 2016$9,253,000
+36.3%
88,276
+35.6%
1.35%
+32.4%
Q4 2015$6,788,000
-22.3%
65,082
-26.4%
1.02%
-26.9%
Q3 2015$8,735,000
-8.9%
88,480
-1.3%
1.40%
-3.3%
Q2 2015$9,590,000
-7.6%
89,607
-7.5%
1.44%
-10.1%
Q1 2015$10,384,000
+23.0%
96,825
+21.6%
1.61%
+7.0%
Q4 2014$8,439,000
+6.7%
79,612
+1.9%
1.50%
+2.8%
Q3 2014$7,911,000
-2.3%
78,137
-1.8%
1.46%
-3.8%
Q2 2014$8,094,000
+0.7%
79,530
-3.5%
1.52%
-2.1%
Q1 2014$8,034,000
+5.0%
82,430
+3.4%
1.55%
+6.3%
Q4 2013$7,649,000
+11.4%
79,739
+1.7%
1.46%
+3.9%
Q3 2013$6,869,000
+2.7%
78,371
-3.1%
1.40%
-4.4%
Q2 2013$6,689,00080,9101.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders