NORTH STAR ASSET MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
NORTH STAR ASSET MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$35,242,327
-5.4%
165,917
-1.9%
2.02%
-1.6%
Q2 2023$37,259,936
+6.3%
169,148
-1.5%
2.06%
-0.3%
Q1 2023$35,065,115
+8.0%
171,804
+1.1%
2.06%
+2.1%
Q4 2022$32,479,165
+20.3%
169,879
+12.9%
2.02%
+9.3%
Q3 2022$27,007,000
-1.7%
150,480
+3.3%
1.85%
+2.1%
Q2 2022$27,471,000
-21.3%
145,640
-5.1%
1.81%
-6.0%
Q1 2022$34,922,000
-4.9%
153,391
+0.9%
1.92%
+4.2%
Q4 2021$36,714,000
+9.5%
152,066
+0.7%
1.85%
+0.3%
Q3 2021$33,531,000
-0.5%
151,000
-0.1%
1.84%
-1.4%
Q2 2021$33,684,000
+6.0%
151,172
-1.7%
1.87%
-1.9%
Q1 2021$31,774,000
+7.2%
153,729
+1.0%
1.90%
+1.8%
Q4 2020$29,631,000
+16.2%
152,234
+1.6%
1.87%
-0.5%
Q3 2020$25,510,000
+6.8%
149,786
-1.8%
1.88%
-0.8%
Q2 2020$23,883,000
+22.7%
152,583
+1.1%
1.90%
+1.0%
Q1 2020$19,464,000
-15.1%
150,990
+7.8%
1.88%
+14.0%
Q4 2019$22,925,000
+7.9%
140,110
-0.4%
1.65%
-1.1%
Q3 2019$21,250,000
+4.7%
140,730
+4.0%
1.67%
+5.1%
Q2 2019$20,301,000
+2.7%
135,260
-1.0%
1.58%
-0.9%
Q1 2019$19,768,000
+16.7%
136,603
+2.9%
1.60%
-0.2%
Q4 2018$16,940,000
+13.0%
132,721
+32.5%
1.60%
+33.2%
Q3 2018$14,994,000
+7.1%
100,194
+0.5%
1.20%
+0.2%
Q2 2018$13,995,000
+2.8%
99,659
-0.7%
1.20%
-1.9%
Q1 2018$13,618,000
-2.0%
100,339
-0.9%
1.22%
-1.8%
Q4 2017$13,902,000
+3.2%
101,288
-2.6%
1.25%
-6.9%
Q3 2017$13,473,000
+2.5%
104,021
-1.5%
1.34%
+0.1%
Q2 2017$13,142,000
-2.9%
105,601
-5.4%
1.34%
-6.4%
Q1 2017$13,537,000
+5.5%
111,583
+0.2%
1.43%
+1.1%
Q4 2016$12,836,000
+1.6%
111,306
-1.9%
1.41%
-0.7%
Q3 2016$12,630,000
+2.3%
113,451
-1.5%
1.42%
-1.0%
Q2 2016$12,342,000
+1.4%
115,179
-0.8%
1.44%
+1.1%
Q1 2016$12,171,000
+0.4%
116,113
-0.1%
1.42%
-2.3%
Q4 2015$12,126,000
+9.0%
116,266
+3.2%
1.46%
+5.1%
Q3 2015$11,126,000
-8.1%
112,699
-0.4%
1.39%
+0.8%
Q2 2015$12,105,000
-1.3%
113,109
-1.0%
1.38%
-1.0%
Q1 2015$12,259,000
+2.6%
114,304
+1.4%
1.39%
+1.8%
Q4 2014$11,944,000
+2.5%
112,680
-2.1%
1.36%
-1.8%
Q3 2014$11,656,000
-3.2%
115,125
-2.7%
1.39%
-0.9%
Q2 2014$12,037,000
+0.7%
118,276
-3.5%
1.40%
-2.0%
Q1 2014$11,952,000
-1.5%
122,624
-3.0%
1.43%
-2.6%
Q4 2013$12,132,000
+7.6%
126,481
-1.7%
1.47%
-0.3%
Q3 2013$11,277,000
+3.0%
128,666
-2.9%
1.47%
-3.6%
Q2 2013$10,951,000132,4771.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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