BOURGEON CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$807,796
-3.6%
3,8030.0%0.19%
-2.6%
Q2 2023$837,725
+7.9%
3,8030.0%0.20%
+5.4%
Q1 2023$776,193
+0.5%
3,803
-5.8%
0.18%
-2.1%
Q4 2022$772,025
+16.3%
4,038
+9.2%
0.19%
+3.3%
Q3 2022$664,000
-4.9%
3,6990.0%0.18%
-1.1%
Q2 2022$698,000
-17.1%
3,6990.0%0.18%
-3.1%
Q1 2022$842,000
-11.0%
3,699
-5.6%
0.19%
-2.1%
Q4 2021$946,000
+8.7%
3,9190.0%0.20%
+4.8%
Q3 2021$870,000
-0.3%
3,9190.0%0.19%
-1.1%
Q2 2021$873,000
-16.5%
3,919
-22.5%
0.19%
-19.0%
Q1 2021$1,045,000
+6.2%
5,0580.0%0.23%
-4.5%
Q4 2020$984,000
+14.3%
5,0580.0%0.24%
-6.9%
Q3 2020$861,000
+937.3%
5,058
+856.1%
0.26%
+770.0%
Q2 2020$83,000
+22.1%
5290.0%0.03%
-14.3%
Q1 2020$68,000
-21.8%
5290.0%0.04%
-14.6%
Q4 2019$87,000
+8.8%
5290.0%0.04%
-4.7%
Q3 2019$80,0005290.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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