EVERMAY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,669,142
-10.8%
50,229
-7.5%
2.18%
-5.3%
Q2 2023$11,964,729
+5.5%
54,316
-2.2%
2.30%
+0.6%
Q1 2023$11,340,409
-0.7%
55,563
-6.9%
2.29%
-1.5%
Q4 2022$11,415,305
-0.9%
59,707
-7.0%
2.32%
+1.4%
Q3 2022$11,518,000
-4.8%
64,178
+0.0%
2.29%
-2.5%
Q2 2022$12,104,000
-21.8%
64,170
-5.7%
2.35%
-9.5%
Q1 2022$15,487,000
+745.8%
68,024
+796.8%
2.60%
+694.2%
Q4 2021$1,831,000
+57.2%
7,585
+44.5%
0.33%
+44.7%
Q3 2021$1,165,000
+4.7%
5,248
+5.0%
0.23%
+9.7%
Q2 2021$1,113,000
+11.3%
4,996
+3.3%
0.21%
+3.0%
Q1 2021$1,000,000
+10.9%
4,838
+4.4%
0.20%
+0.5%
Q4 2020$902,000
+13.9%
4,635
-0.4%
0.20%
+2.1%
Q3 2020$792,000
+7.5%
4,652
-1.2%
0.20%
+0.5%
Q2 2020$737,000
+28.4%
4,707
+5.7%
0.19%
+11.5%
Q1 2020$574,000
-9.3%
4,453
+15.1%
0.17%
+11.5%
Q4 2019$633,000
+8.8%
3,868
+0.3%
0.16%
-1.9%
Q3 2019$582,000
+1.0%
3,857
+0.5%
0.16%
-0.6%
Q2 2019$576,000
+4.7%
3,838
+1.0%
0.16%
+2.6%
Q1 2019$550,000
+13.9%
3,799
+0.4%
0.16%0.0%
Q4 2018$483,000
-13.8%
3,784
+1.1%
0.16%
-10.9%
Q3 2018$560,000
+6.3%
3,741
-0.3%
0.18%
-0.6%
Q2 2018$527,000
+152.2%
3,751
+146.1%
0.18%
+128.6%
Q4 2017$209,000
+4.5%
1,524
-5.2%
0.08%
-13.5%
Q2 2017$200,0001,6070.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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