BAR HARBOR WEALTH MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$387,648
-4.8%
1,825
-1.2%
0.03%0.0%
Q2 2023$407,077
+7.9%
1,8480.0%0.03%
+3.3%
Q1 2023$377,177
+6.8%
1,8480.0%0.03%
+7.1%
Q4 2022$353,319
+6.4%
1,8480.0%0.03%
-3.4%
Q3 2022$332,000
-4.3%
1,848
+0.5%
0.03%
+3.6%
Q2 2022$347,000
+60.6%
1,838
+27.7%
0.03%
+12.0%
Q2 2019$216,000
-1.8%
1,439
-5.3%
0.02%
-3.8%
Q1 2019$220,000
-7.6%
1,519
-4.3%
0.03%
-3.7%
Q3 2018$238,000
+7.2%
1,588
+0.3%
0.03%0.0%
Q2 2018$222,000
-28.6%
1,583
-38.1%
0.03%
-25.0%
Q1 2017$311,000
+5.8%
2,558
+0.2%
0.04%
+12.5%
Q4 2016$294,000
-6.1%
2,552
-9.2%
0.03%
-8.6%
Q3 2016$313,000
+2.3%
2,812
-1.4%
0.04%
-2.8%
Q2 2016$306,000
+2.3%
2,8520.0%0.04%0.0%
Q1 2016$299,000
+0.7%
2,8520.0%0.04%
-2.7%
Q4 2015$297,000
+2.1%
2,852
-3.4%
0.04%
-5.1%
Q3 2015$291,000
-9.3%
2,952
-1.7%
0.04%0.0%
Q2 2015$321,000
-0.3%
3,0020.0%0.04%0.0%
Q1 2015$322,000
+1.3%
3,0020.0%0.04%
-2.5%
Q4 2014$318,000
+16.1%
3,002
+11.1%
0.04%
+14.3%
Q3 2014$274,0002,7020.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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