BOSTON FAMILY OFFICE LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,154
-7.5%
24,263
-4.1%
0.42%
-1.2%
Q2 2023$5,574
+6.4%
25,303
-1.4%
0.43%
+1.7%
Q1 2023$5,238
+6.5%
25,662
-0.2%
0.42%
+2.9%
Q4 2022$4,917
-99.9%
25,720
-2.9%
0.41%
-3.5%
Q3 2022$4,756,000
-6.7%
26,500
-1.9%
0.42%
-0.7%
Q2 2022$5,097,000
-20.6%
27,023
-4.2%
0.43%
-6.8%
Q1 2022$6,421,000
-12.7%
28,202
-7.4%
0.46%
-4.4%
Q4 2021$7,352,000
+9.0%
30,452
+0.2%
0.48%
-2.2%
Q3 2021$6,746,000
+5.2%
30,378
+5.5%
0.49%
+6.8%
Q2 2021$6,415,000
+16.0%
28,788
+6.4%
0.46%
+10.4%
Q1 2021$5,530,000
+5.6%
27,056
+0.6%
0.42%
+3.0%
Q4 2020$5,237,000
+13.7%
26,905
-0.5%
0.40%
-3.6%
Q3 2020$4,604,000
+5.3%
27,033
-3.2%
0.42%
-1.6%
Q2 2020$4,373,000
+23.5%
27,934
+1.7%
0.42%
+1.7%
Q1 2020$3,541,000
-15.3%
27,471
+7.5%
0.42%
+5.0%
Q4 2019$4,183,000
+8.0%
25,565
-0.3%
0.40%
-1.0%
Q3 2019$3,872,000
-5.8%
25,643
-6.3%
0.40%
-5.9%
Q2 2019$4,109,000
+17.1%
27,379
+12.9%
0.43%
+12.7%
Q1 2019$3,509,000
+20.5%
24,247
+6.3%
0.38%
+4.7%
Q4 2018$2,912,000
-11.5%
22,819
+3.8%
0.36%
+4.3%
Q3 2018$3,289,000
+51.6%
21,977
+42.2%
0.35%
+41.1%
Q2 2018$2,170,000
+3.7%
15,454
+0.2%
0.25%
+2.9%
Q1 2018$2,093,000
-1.1%
15,4240.0%0.24%
+3.0%
Q4 2017$2,117,000
+9.5%
15,424
+3.3%
0.23%
+5.5%
Q3 2017$1,934,000
+64.7%
14,935
+58.3%
0.22%
+58.3%
Q2 2017$1,174,000
+9.3%
9,436
+6.6%
0.14%
+5.3%
Q1 2017$1,074,000
+5.8%
8,852
+0.6%
0.13%0.0%
Q4 2016$1,015,000
+0.5%
8,802
-2.9%
0.13%
+0.8%
Q3 2016$1,010,000
+3.9%
9,0680.0%0.13%
+4.0%
Q2 2016$972,000
+1.6%
9,068
-0.7%
0.13%0.0%
Q1 2016$957,000
+89.9%
9,128
+89.1%
0.13%
+82.6%
Q4 2015$504,000
+4.8%
4,828
-0.8%
0.07%
+3.0%
Q3 2015$481,000
-7.7%
4,8680.0%0.07%
+3.1%
Q2 2015$521,000
-1.1%
4,868
-1.0%
0.06%0.0%
Q1 2015$527,000
+1.2%
4,9180.0%0.06%0.0%
Q4 2014$521,000
+3.6%
4,918
-1.0%
0.06%0.0%
Q3 2014$503,000
-0.6%
4,9680.0%0.06%
+1.6%
Q2 2014$506,000
-48.5%
4,968
-50.7%
0.06%
-1.5%
Q1 2014$982,000
+98.4%
10,070
+95.2%
0.06%0.0%
Q4 2013$495,000
-4.8%
5,160
-13.0%
0.06%
-12.2%
Q3 2013$520,000
+1.4%
5,930
-4.5%
0.07%
-5.1%
Q2 2013$513,0006,2100.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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