SIGMA INVESTMENT COUNSELORS 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
SIGMA INVESTMENT COUNSELORS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,393,786
-5.5%
96,011
-2.0%
1.54%
-3.0%
Q2 2023$21,586,327
+8.2%
97,995
+0.3%
1.59%
+2.4%
Q1 2023$19,949,985
+7.2%
97,746
+0.4%
1.55%
+1.2%
Q4 2022$18,614,288
+16.6%
97,360
+9.4%
1.53%
+12.4%
Q3 2022$15,966,000
+0.9%
88,963
+6.0%
1.36%
+5.6%
Q2 2022$15,823,000
-15.9%
83,888
+1.5%
1.29%
-4.5%
Q1 2022$18,820,000
-2.9%
82,665
+3.0%
1.35%
-0.4%
Q4 2021$19,379,000
+12.4%
80,263
+3.4%
1.36%
+6.1%
Q3 2021$17,241,000
+7.6%
77,640
+7.9%
1.28%
+6.2%
Q2 2021$16,030,000
+13.2%
71,942
+5.0%
1.20%
+4.6%
Q1 2021$14,156,000
+11.0%
68,489
+4.5%
1.15%
+4.6%
Q4 2020$12,758,000
+131.8%
65,549
+102.8%
1.10%
+2.4%
Q3 2020$5,505,000
-47.6%
32,321
-51.8%
1.07%
-3.8%
Q2 2020$10,496,000
+26.1%
67,052
+3.9%
1.11%
+5.0%
Q1 2020$8,322,000
-16.1%
64,556
+6.5%
1.06%
+2.0%
Q4 2019$9,916,000
+8.8%
60,607
+0.4%
1.04%
+0.3%
Q3 2019$9,115,000
+3.4%
60,365
+2.8%
1.04%
+0.1%
Q2 2019$8,815,000
+3.1%
58,731
-0.6%
1.04%
-1.1%
Q1 2019$8,553,000
+16.0%
59,101
+2.3%
1.05%
+2.1%
Q4 2018$7,374,000
-7.5%
57,780
+8.5%
1.03%
+3.6%
Q3 2018$7,970,000
+2.8%
53,255
-3.6%
0.99%
-3.5%
Q2 2018$7,754,000
+5.7%
55,218
+2.1%
1.03%
+3.0%
Q1 2018$7,336,000
-2.9%
54,056
-1.8%
1.00%
-3.5%
Q4 2017$7,558,000
+4.0%
55,069
-1.9%
1.03%
-0.1%
Q3 2017$7,268,000
+6.2%
56,111
+2.0%
1.03%
-1.6%
Q2 2017$6,844,000
+2.6%
54,991
+0.0%
1.05%
-1.0%
Q1 2017$6,670,000
+9.5%
54,980
+4.1%
1.06%
+8.8%
Q4 2016$6,092,000
+2.4%
52,828
-1.2%
0.98%
-0.9%
Q3 2016$5,952,000
+6.2%
53,465
+2.2%
0.98%
+3.0%
Q2 2016$5,604,000
+2.5%
52,293
+0.3%
0.96%
-1.3%
Q1 2016$5,467,000
+17.1%
52,159
+16.5%
0.97%
+12.8%
Q4 2015$4,668,000
+6.4%
44,754
+0.7%
0.86%
+0.9%
Q3 2015$4,389,000
-3.7%
44,459
+4.4%
0.85%
+0.5%
Q2 2015$4,558,000
-5.0%
42,591
-4.8%
0.85%
-5.8%
Q1 2015$4,798,000
+1.1%
44,732
-0.0%
0.90%
-0.1%
Q4 2014$4,744,000
+6.1%
44,752
+1.3%
0.90%
+4.1%
Q3 2014$4,471,000
+1.2%
44,160
+1.7%
0.86%
+0.1%
Q2 2014$4,420,000
+7.2%
43,427
+2.7%
0.86%
+3.6%
Q1 2014$4,123,000
+7.1%
42,303
+5.4%
0.83%
+0.5%
Q4 2013$3,850,000
+9.2%
40,136
-0.2%
0.83%
+1.8%
Q3 2013$3,526,000
+3.9%
40,231
-2.0%
0.81%
-7.8%
Q2 2013$3,393,00041,0420.88%
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