Beaumont Financial Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$1,027,000
-4.7%
5,721
+0.1%
0.10%
+2.1%
Q2 2022$1,078,000
-91.4%
5,714
-89.6%
0.10%
-89.8%
Q1 2022$12,525,000
+1068.4%
55,014
+1139.1%
0.95%
+1121.8%
Q4 2021$1,072,000
+16.1%
4,440
+6.8%
0.08%
+9.9%
Q3 2021$923,000
-0.3%
4,1570.0%0.07%0.0%
Q2 2021$926,000
+7.8%
4,1570.0%0.07%
-2.7%
Q1 2021$859,000
+0.2%
4,157
-5.6%
0.07%
-3.9%
Q4 2020$857,000
-12.2%
4,402
-23.1%
0.08%
-18.3%
Q3 2020$976,000
+5.6%
5,728
-2.9%
0.09%
-3.1%
Q2 2020$924,000
+46.4%
5,901
+20.6%
0.10%
+20.0%
Q1 2020$631,000
-21.1%
4,8920.0%0.08%
+1.3%
Q4 2019$800,000
+8.3%
4,8920.0%0.08%
+6.8%
Q3 2019$739,000
+0.3%
4,892
-0.4%
0.07%
-2.6%
Q2 2019$737,000
-1.6%
4,911
-5.2%
0.08%
-5.0%
Q1 2019$749,000
+13.3%
5,1780.0%0.08%
-25.9%
Q4 2018$661,000
-17.5%
5,178
-3.3%
0.11%
+35.0%
Q3 2018$801,000
+6.5%
5,3530.0%0.08%0.0%
Q2 2018$752,0005,3530.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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