EVERGREEN CAPITAL MANAGEMENT LLC - 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
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,817,321
-2.3%
17,971
+1.3%
0.17%
+2.5%
Q2 2023$3,907,476
+5.2%
17,739
-2.5%
0.16%
-2.4%
Q1 2023$3,713,854
+22.9%
18,196
+15.2%
0.17%
+17.6%
Q4 2022$3,020,742
+7.5%
15,800
+0.9%
0.14%
-3.4%
Q3 2022$2,810,000
-4.8%
15,658
+0.0%
0.15%
-3.9%
Q2 2022$2,953,000
-58.0%
15,657
-49.3%
0.15%
-46.5%
Q1 2022$7,032,000
+0.6%
30,888
+6.7%
0.29%
+2.1%
Q4 2021$6,991,000
+8.5%
28,954
-0.2%
0.28%
-3.8%
Q3 2021$6,444,000
+32.9%
29,018
+33.4%
0.29%
+25.4%
Q2 2021$4,847,000
+11.9%
21,753
+3.8%
0.23%
+4.5%
Q1 2021$4,330,000
+4.8%
20,949
-1.3%
0.22%
-8.3%
Q4 2020$4,132,000
+16.2%
21,228
+1.7%
0.24%
-1.6%
Q3 2020$3,555,000
+15.5%
20,875
+6.2%
0.25%
+5.6%
Q2 2020$3,078,000
+78.8%
19,663
+47.3%
0.23%
+44.7%
Q1 2020$1,721,000
-23.3%
13,348
-2.7%
0.16%
-13.9%
Q4 2019$2,244,000
+4.6%
13,717
-3.4%
0.19%
-6.5%
Q3 2019$2,145,000
+0.6%
14,2030.0%0.20%
-1.5%
Q2 2019$2,132,000
+10.5%
14,203
+6.5%
0.20%
+4.6%
Q1 2019$1,929,000
+2.4%
13,331
-9.7%
0.19%
-1.5%
Q4 2018$1,884,000
-14.4%
14,759
+0.3%
0.20%
+1.0%
Q3 2018$2,201,000
+35.4%
14,710
+27.0%
0.20%
+27.5%
Q2 2018$1,626,000
+3.4%
11,5800.0%0.15%
+1.3%
Q1 2018$1,572,000
-1.1%
11,5800.0%0.15%
-6.2%
Q4 2017$1,589,000
+5.9%
11,5800.0%0.16%
-8.0%
Q3 2017$1,500,00011,5800.18%
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