Ballentine Partners, 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
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,249,052,961
-2.9%
5,880,387
+0.7%
29.36%
-0.6%
Q2 2023$1,286,547,547
+10.7%
5,840,510
+2.6%
29.53%
+1.0%
Q1 2023$1,161,697,012
+12.6%
5,691,803
+5.5%
29.23%
-4.6%
Q4 2022$1,031,404,246
+6.7%
5,394,656
+0.2%
30.65%
-8.3%
Q3 2022$966,350,000
+10.8%
5,384,467
+16.4%
33.44%
+8.5%
Q2 2022$872,167,000
-13.7%
4,623,935
+4.2%
30.83%
-2.6%
Q1 2022$1,010,627,000
-6.2%
4,439,001
-0.5%
31.65%
-1.7%
Q4 2021$1,077,471,000
+10.2%
4,462,688
+1.4%
32.21%
-2.8%
Q3 2021$977,630,000
+2.1%
4,402,551
+2.4%
33.13%
+0.2%
Q2 2021$957,717,000
+9.0%
4,298,165
+1.1%
33.07%
+1.5%
Q1 2021$878,328,000
+8.4%
4,249,496
+2.0%
32.58%
+1.4%
Q4 2020$810,546,000
+14.2%
4,164,335
-0.1%
32.11%
+2.3%
Q3 2020$709,745,000
+11.9%
4,167,373
+2.8%
31.38%
+3.4%
Q2 2020$634,408,000
+25.8%
4,052,947
+3.6%
30.35%
+3.5%
Q1 2020$504,136,000
-22.2%
3,910,761
-1.2%
29.34%
-0.1%
Q4 2019$647,847,000
+4.5%
3,959,461
-3.6%
29.37%
+0.8%
Q3 2019$620,165,000
+8.6%
4,107,055
+7.9%
29.13%
+6.3%
Q2 2019$571,244,000
+9.8%
3,806,008
+5.8%
27.41%
+1.3%
Q1 2019$520,384,000
+17.7%
3,596,049
+3.8%
27.07%
+6.1%
Q4 2018$442,143,000
-12.4%
3,464,274
+2.7%
25.50%
-3.3%
Q3 2018$504,876,000
+7.1%
3,373,710
+0.5%
26.36%
+0.8%
Q2 2018$471,456,000
+4.8%
3,357,234
+1.3%
26.15%
+3.5%
Q1 2018$449,767,000
+1.4%
3,313,940
+2.5%
25.27%
+4.3%
Q4 2017$443,637,000
+3.3%
3,232,325
-2.5%
24.23%
+2.2%
Q3 2017$429,328,000
+8.9%
3,314,888
+2.0%
23.70%
-15.4%
Q1 2017$394,257,000
+11.2%
3,249,732
+5.7%
28.00%
+2.3%
Q4 2016$354,532,000
+7.7%
3,075,203
+4.0%
27.38%
+2.4%
Q3 2016$329,269,000
+6.9%
2,957,592
+2.9%
26.74%
+2.9%
Q2 2016$308,097,000
+9.3%
2,875,102
+6.9%
25.98%
+4.8%
Q1 2016$281,824,000
+19.5%
2,688,647
+18.9%
24.80%
+7.9%
Q4 2015$235,772,000
+36.3%
2,260,522
+29.0%
22.97%
+26.5%
Q3 2015$172,998,000
-3.4%
1,752,410
+4.8%
18.16%
+4.2%
Q2 2015$178,997,000
+8.8%
1,672,556
+9.0%
17.43%
+7.9%
Q1 2015$164,513,000
+3.8%
1,533,920
+2.6%
16.15%
-11.8%
Q4 2014$158,526,000
+5.8%
1,495,528
+1.1%
18.31%
+3.1%
Q3 2014$149,770,000
+3.2%
1,479,352
+3.7%
17.76%
+3.3%
Q2 2014$145,156,000
+6.3%
1,426,318
+1.8%
17.19%
+7.5%
Q1 2014$136,583,000
+12.8%
1,401,281
+11.0%
15.99%
+17.5%
Q4 2013$121,093,000
+15.1%
1,262,436
+5.2%
13.60%
+5.4%
Q3 2013$105,207,000
+9.7%
1,200,303
+3.5%
12.91%
+0.1%
Q2 2013$95,904,0001,160,07912.90%
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