TRADITION CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
TRADITION CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2019$989,000
+12.1%
6,835
-1.1%
0.27%
-2.9%
Q4 2018$882,000
-15.3%
6,911
-0.7%
0.28%
+1.5%
Q3 2018$1,041,000
+273.1%
6,959
+250.1%
0.27%
+244.3%
Q2 2018$279,000
+3.7%
1,9880.0%0.08%
+2.6%
Q1 2018$269,000
-80.7%
1,988
-80.5%
0.08%
-79.7%
Q4 2017$1,397,000
-14.2%
10,184
-19.0%
0.38%
-28.2%
Q3 2017$1,629,000
+28.2%
12,577
+23.1%
0.53%
+25.4%
Q2 2017$1,271,000
+125.0%
10,216
+101.0%
0.42%
+112.6%
Q3 2016$565,000
+20.2%
5,082
+15.7%
0.20%
+25.3%
Q2 2016$470,000
+53.1%
4,391
+49.6%
0.16%
+54.9%
Q1 2016$307,0002,9360.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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