ProVise Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,964,754
-3.6%
13,957
-0.1%
0.28%
-1.1%
Q2 2023$3,076,086
+7.0%
13,964
-0.8%
0.28%
+1.5%
Q1 2023$2,873,558
+6.3%
14,079
-0.4%
0.28%
+0.4%
Q4 2022$2,702,436
+7.3%
14,134
+0.7%
0.27%
-2.5%
Q3 2022$2,518,000
-4.4%
14,029
+0.4%
0.28%0.0%
Q2 2022$2,635,000
-23.0%
13,969
-7.1%
0.28%
-13.0%
Q1 2022$3,423,000
-3.7%
15,034
+2.1%
0.32%
+0.3%
Q4 2021$3,555,000
+5.1%
14,725
-3.3%
0.32%
-3.9%
Q3 2021$3,383,000
-0.4%
15,234
-0.0%
0.34%
-3.2%
Q2 2021$3,395,000
+7.8%
15,235
+0.0%
0.35%
+2.1%
Q1 2021$3,148,000
-5.0%
15,232
-10.5%
0.34%
-11.3%
Q4 2020$3,312,000
+12.8%
17,016
-1.3%
0.38%
-2.8%
Q3 2020$2,935,000
+7.6%
17,236
-1.1%
0.39%
+0.3%
Q2 2020$2,728,000
+30.0%
17,430
+7.1%
0.39%
+11.4%
Q1 2020$2,098,000
-30.1%
16,273
-11.3%
0.35%
-4.6%
Q4 2019$3,001,000
+8.5%
18,338
+0.1%
0.37%
+0.5%
Q3 2019$2,767,000
+2.1%
18,326
+1.5%
0.37%
+1.1%
Q2 2019$2,710,000
+4.1%
18,056
+0.4%
0.36%
-0.5%
Q1 2019$2,603,000
+12.5%
17,987
-0.8%
0.36%
-0.3%
Q4 2018$2,314,000
-14.8%
18,131
-0.1%
0.37%
+2.2%
Q3 2018$2,717,000
+6.5%
18,1570.0%0.36%
+86.5%
Q2 2018$2,550,000
-5.6%
18,157
-8.8%
0.19%
-51.8%
Q1 2018$2,702,000
+15.2%
19,912
+16.5%
0.40%
+18.5%
Q4 2017$2,345,000
+2.3%
17,090
-3.4%
0.34%
+0.9%
Q3 2017$2,293,000
+3.7%
17,698
-0.4%
0.33%
-0.9%
Q2 2017$2,212,000
+1.5%
17,768
-1.1%
0.34%
-4.0%
Q1 2017$2,180,000
+5.5%
17,968
+0.3%
0.35%
-0.6%
Q4 2016$2,067,000
+733.5%
17,921
+674.1%
0.35%
+665.2%
Q2 2016$248,000
-7.8%
2,315
-9.7%
0.05%
-16.4%
Q1 2016$269,000
-5.6%
2,563
-6.2%
0.06%
-8.3%
Q4 2015$285,000
+37.0%
2,733
+29.7%
0.06%
+25.0%
Q3 2015$208,000
-2.3%
2,107
+5.9%
0.05%
+6.7%
Q2 2015$213,000
-95.9%
1,990
-95.9%
0.04%
-91.9%
Q4 2014$5,184,000
+109.4%
48,904
+100.0%
0.56%
+3.5%
Q3 2014$2,476,000
-0.5%
24,4520.0%0.54%
-0.4%
Q2 2014$2,489,000
+4.4%
24,4520.0%0.54%
-6.4%
Q1 2014$2,383,000
+1.6%
24,4520.0%0.58%
-4.6%
Q4 2013$2,345,000
+9.4%
24,4520.0%0.60%
-0.3%
Q3 2013$2,143,000
+6.0%
24,4520.0%0.61%
+1.7%
Q2 2013$2,021,00024,4520.60%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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