Karpus Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 944 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 1.02 and the average weighting 2.4%.

Quarter-by-quarter ownership
Karpus Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$36,920,469
-8.2%
173,817
-4.8%
1.24%
-1.8%
Q2 2023$40,215,418
+2.1%
182,565
-5.4%
1.26%
+2.3%
Q1 2023$39,394,128
-4.2%
193,014
-10.3%
1.24%
-11.1%
Q4 2022$41,140,771
-13.5%
215,183
-18.8%
1.39%
-16.6%
Q3 2022$47,573,000
-6.3%
265,075
-1.5%
1.67%
-2.3%
Q2 2022$50,773,000
-5.5%
269,182
+14.1%
1.71%
+4.5%
Q1 2022$53,720,000
+33.7%
235,954
+41.8%
1.63%
+41.5%
Q4 2021$40,165,000
+1.3%
166,355
-6.9%
1.15%
-2.2%
Q3 2021$39,660,000
-0.7%
178,602
-0.4%
1.18%
-0.3%
Q2 2021$39,948,000
+21.5%
179,283
+12.7%
1.18%
+19.1%
Q1 2021$32,886,000
+4.6%
159,110
-1.5%
0.99%
+0.6%
Q4 2020$31,441,000
+14.5%
161,533
+0.2%
0.99%
-0.5%
Q3 2020$27,463,000
-5.5%
161,251
-13.2%
0.99%
-9.9%
Q2 2020$29,075,000
-25.0%
185,749
-38.2%
1.10%
-25.8%
Q1 2020$38,746,000
-42.0%
300,564
-26.4%
1.49%
-33.4%
Q4 2019$66,775,000
+6.0%
408,112
-2.2%
2.23%
-7.4%
Q3 2019$63,002,000
+8.4%
417,232
+7.7%
2.41%
+14.1%
Q2 2019$58,145,000
-1.5%
387,398
-3.7%
2.11%
-1.9%
Q1 2019$59,056,000
+12.0%
402,481
-2.5%
2.15%
-1.2%
Q4 2018$52,709,000
-9.4%
412,980
+6.2%
2.18%
-7.3%
Q3 2018$58,203,000
+8.8%
388,929
+4.3%
2.35%
+0.4%
Q2 2018$53,479,000
+12.4%
372,856
+6.4%
2.34%
+9.6%
Q1 2018$47,570,000
-4.1%
350,501
-3.1%
2.14%
-6.8%
Q4 2017$49,628,000
-42.2%
361,585
-45.4%
2.29%
+4.4%
Q3 2017$85,852,000
+139.8%
662,848
+130.4%
2.20%
+21.3%
Q2 2017$35,800,000
+11.8%
287,666
+8.9%
1.81%
+9.3%
Q1 2017$32,034,000
+13.2%
264,046
+7.6%
1.66%
+1.8%
Q4 2016$28,308,000
+1.8%
245,477
-1.7%
1.63%
+10.8%
Q3 2016$27,798,000
+9.0%
249,686
+4.9%
1.47%
+12.3%
Q2 2016$25,499,000
+13.7%
237,952
+11.2%
1.31%
+28.2%
Q1 2016$22,436,000
-51.0%
214,046
-51.3%
1.02%
-50.4%
Q4 2015$45,820,000
+67.3%
439,305
+58.3%
2.06%
+61.8%
Q3 2015$27,393,000
+78.8%
277,479
+93.8%
1.27%
+77.2%
Q2 2015$15,319,000
-2.1%
143,146
-1.9%
0.72%
-1.4%
Q1 2015$15,642,000
+29.4%
145,846
+27.9%
0.73%
+27.1%
Q4 2014$12,084,000
+12.4%
114,001
+7.3%
0.57%
+10.0%
Q3 2014$10,754,000
+30.1%
106,227
+30.7%
0.52%
+31.2%
Q2 2014$8,268,000
+46.8%
81,246
+40.6%
0.40%
+36.0%
Q1 2014$5,634,00057,8000.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
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