ELM ADVISORS, 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
ELM ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$8,393,000
-49.4%
36,863
-46.4%
11.33%
+22.9%
Q4 2021$16,594,000
+8.5%
68,731
-0.2%
9.22%
+0.7%
Q3 2021$15,301,000
-5.8%
68,903
-5.5%
9.16%
-3.8%
Q2 2021$16,248,000
+8.7%
72,921
+0.8%
9.51%
+2.3%
Q1 2021$14,949,000
+4.7%
72,325
-1.4%
9.30%
+6.8%
Q4 2020$14,272,000
+1.7%
73,327
-11.0%
8.71%
-9.8%
Q3 2020$14,035,000
-5.8%
82,411
-13.4%
9.66%
-8.0%
Q2 2020$14,894,000
+21.6%
95,153
+0.2%
10.50%
+4.8%
Q1 2020$12,244,000
-23.6%
94,980
-3.0%
10.02%
-0.6%
Q4 2019$16,021,000
+7.1%
97,915
-1.2%
10.09%
-0.8%
Q3 2019$14,960,000
-0.1%
99,073
-0.7%
10.17%
-0.5%
Q2 2019$14,972,000
+3.5%
99,754
-0.2%
10.22%
+0.8%
Q1 2019$14,460,000
+11.1%
99,924
-2.0%
10.14%
-3.4%
Q4 2018$13,016,000
-16.6%
101,983
-2.2%
10.50%
+0.6%
Q3 2018$15,606,000
+5.8%
104,281
-0.7%
10.44%
-7.8%
Q2 2018$14,752,000
+4.3%
105,046
+0.8%
11.32%
+3.6%
Q1 2018$14,138,000
-3.7%
104,171
-2.6%
10.93%
-0.2%
Q4 2017$14,682,000
+3.5%
106,971
-2.3%
10.96%
-2.5%
Q3 2017$14,185,000
+2.9%
109,516
-1.2%
11.24%
-0.5%
Q2 2017$13,788,000
+3.9%
110,791
+1.3%
11.29%
+1.8%
Q1 2017$13,273,000
+16.0%
109,406
+10.3%
11.08%
+7.7%
Q4 2016$11,442,000
+1.5%
99,221
-2.0%
10.30%
-1.4%
Q3 2016$11,268,000
+3.2%
101,211
-0.6%
10.45%
+0.7%
Q2 2016$10,915,000
-3.3%
101,861
-5.4%
10.37%
-5.2%
Q1 2016$11,291,000
-2.7%
107,716
-3.1%
10.94%
-4.4%
Q4 2015$11,599,000
+6.5%
111,204
+0.8%
11.44%
+1.4%
Q3 2015$10,888,000
-8.5%
110,290
-0.8%
11.28%
+0.8%
Q2 2015$11,898,000
+0.1%
111,180
+0.3%
11.19%
+1.9%
Q1 2015$11,883,000
+0.0%
110,795
-1.1%
10.98%
+1.2%
Q4 2014$11,880,000
+4.9%
112,080
+0.2%
10.84%
+1.1%
Q3 2014$11,323,000
+3.5%
111,845
+4.1%
10.72%
+5.1%
Q2 2014$10,937,000
+2.6%
107,470
-1.7%
10.20%
-0.7%
Q1 2014$10,661,000
+0.1%
109,380
-1.5%
10.28%
-0.4%
Q4 2013$10,648,000111,00510.32%
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