APPLETON PARTNERS INC/MA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$590
+13.9%
2,488
+2.0%
0.05%
+4.3%
Q3 2023$518
-7.7%
2,439
-4.3%
0.05%
-2.1%
Q2 2023$561
+7.9%
2,5480.0%0.05%
+2.2%
Q1 2023$520
+4.2%
2,548
-2.5%
0.05%
-2.1%
Q4 2022$499
-99.9%
2,612
-0.8%
0.05%0.0%
Q3 2022$473,000
-8.5%
2,633
-3.9%
0.05%
-4.1%
Q2 2022$517,000
-11.3%
2,740
+7.0%
0.05%
+2.1%
Q1 2022$583,000
-8.2%
2,560
-2.7%
0.05%0.0%
Q4 2021$635,000
+5.8%
2,630
-2.6%
0.05%
-4.0%
Q3 2021$600,000
+8.1%
2,701
+8.4%
0.05%
+6.4%
Q2 2021$555,000
+7.8%
2,4910.0%0.05%
-2.1%
Q1 2021$515,000
+21.2%
2,491
+14.0%
0.05%
+14.3%
Q4 2020$425,000
+13.3%
2,186
-0.7%
0.04%
+2.4%
Q3 2020$375,000
+8.7%
2,2010.0%0.04%0.0%
Q2 2020$345,000
+30.7%
2,201
+7.6%
0.04%
+10.8%
Q1 2020$264,000
-1.9%
2,046
+24.7%
0.04%
+23.3%
Q4 2019$269,000
+8.5%
1,6410.0%0.03%0.0%
Q3 2019$248,000
+0.8%
1,6410.0%0.03%
-18.9%
Q4 2018$246,0000.0%1,6410.0%0.04%
+12.1%
Q3 2018$246,000
+7.0%
1,6410.0%0.03%0.0%
Q2 2018$230,000
+3.1%
1,6410.0%0.03%
-2.9%
Q1 2018$223,000
-0.9%
1,6410.0%0.03%
-2.9%
Q4 2017$225,000
+5.6%
1,6410.0%0.04%
-2.8%
Q3 2017$213,000
+4.4%
1,6410.0%0.04%
+5.9%
Q2 2017$204,0001,6410.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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