HEADINVEST, 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
HEADINVEST, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,890,986
+0.6%
46,627
+5.2%
2.15%
+1.5%
Q2 2023$9,829,289
+22.0%
44,316
+12.3%
2.12%
+19.9%
Q1 2023$8,055,419
+5.4%
39,468
-1.2%
1.77%
+3.3%
Q4 2022$7,639,570
+7.3%
39,958
+0.7%
1.71%
+0.2%
Q3 2022$7,119,000
+3.1%
39,665
+8.3%
1.71%
+11.0%
Q2 2022$6,907,000
-18.6%
36,621
-1.8%
1.54%
-5.2%
Q1 2022$8,490,000
-6.5%
37,289
-0.8%
1.62%
+0.7%
Q4 2021$9,076,000
+10.3%
37,590
+1.4%
1.61%
+3.1%
Q3 2021$8,231,000
+2.5%
37,068
+2.8%
1.56%
+2.2%
Q2 2021$8,032,000
+7.5%
36,048
-0.3%
1.53%
+0.2%
Q1 2021$7,474,000
+4.5%
36,165
-1.6%
1.52%
+0.5%
Q4 2020$7,151,000
+25.4%
36,740
+9.8%
1.52%
-7.9%
Q3 2020$5,701,000
+22.1%
33,475
+12.3%
1.65%
+12.0%
Q2 2020$4,668,000
+28.2%
29,820
+5.5%
1.47%
+7.9%
Q1 2020$3,642,000
-20.8%
28,253
+0.5%
1.36%
+3.3%
Q4 2019$4,599,000
+9.3%
28,105
+0.9%
1.32%
+3.4%
Q3 2019$4,207,000
+11.1%
27,860
+10.4%
1.28%
+19.1%
Q2 2019$3,786,000
+5.1%
25,225
+1.4%
1.07%
+6.1%
Q1 2019$3,601,000
-43.1%
24,885
-49.8%
1.01%
+0.7%
Q4 2018$6,329,000
+69.8%
49,590
+99.1%
1.00%
-6.6%
Q3 2018$3,728,000
+16.5%
24,910
+9.4%
1.07%
+10.1%
Q2 2018$3,199,000
+3.3%
22,780
-0.2%
0.98%
-1.8%
Q1 2018$3,097,000
-2.4%
22,820
-1.3%
0.99%
+1.4%
Q4 2017$3,174,000
+3.7%
23,1250.0%0.98%
+2.2%
Q3 2017$3,060,000
+13.2%
23,125
+6.4%
0.96%
+7.5%
Q2 2017$2,704,000
+2.1%
21,725
-0.5%
0.89%
+0.1%
Q1 2017$2,648,000
+18.4%
21,825
+12.5%
0.89%
+7.0%
Q4 2016$2,237,000
+11.7%
19,400
+7.7%
0.83%
+17.2%
Q3 2016$2,003,000
+17.8%
18,020
+13.6%
0.71%
+10.4%
Q2 2016$1,700,000
+2.3%
15,8600.0%0.64%
-1.1%
Q1 2016$1,662,000
+0.2%
15,860
-0.3%
0.65%
-3.3%
Q4 2015$1,658,000
+11.7%
15,900
+5.8%
0.67%
+12.8%
Q3 2015$1,484,000
+11.2%
15,030
+20.5%
0.60%
+20.6%
Q2 2015$1,335,000
+2.9%
12,470
+3.1%
0.49%
+6.2%
Q1 2015$1,297,000
+3.7%
12,090
+2.5%
0.46%
-6.8%
Q4 2014$1,251,000
+15.3%
11,800
+13.1%
0.50%
+15.0%
Q3 2014$1,085,000
+30.3%
10,430
+27.4%
0.43%
+28.8%
Q2 2014$833,000
+4.4%
8,1900.0%0.34%
-2.0%
Q1 2014$798,000
+6.7%
8,190
+5.0%
0.34%
+9.2%
Q4 2013$748,000
+20.1%
7,800
+9.7%
0.32%
+15.8%
Q3 2013$623,000
+8.0%
7,110
+1.8%
0.27%
+7.1%
Q2 2013$577,0006,9850.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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