Stockman Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,107 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.81 and the average weighting 2.3%.

Quarter-by-quarter ownership
Stockman Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,038,197
-31.4%
14,303
-28.9%
0.67%
-29.7%
Q2 2023$4,429,770
+0.8%
20,110
-6.6%
0.95%
-3.2%
Q1 2023$4,393,250
-4.6%
21,525
-10.6%
0.98%
-7.1%
Q4 2022$4,603,898
+7.4%
24,080
+0.8%
1.06%
-8.9%
Q3 2022$4,288,000
-3.7%
23,892
+1.2%
1.16%
+2.1%
Q2 2022$4,453,000
-18.0%
23,606
-1.1%
1.14%
+0.8%
Q1 2022$5,431,000
-7.0%
23,857
-1.4%
1.13%
-5.5%
Q4 2021$5,840,000
+12.7%
24,187
+3.6%
1.19%
+3.3%
Q3 2021$5,184,000
+3.0%
23,346
+3.3%
1.15%
-4.1%
Q2 2021$5,035,000
+15.5%
22,597
+7.1%
1.20%
-1.0%
Q1 2021$4,361,000
+10.5%
21,097
+4.1%
1.22%
+0.4%
Q4 2020$3,945,000
+14.7%
20,267
+0.4%
1.21%
-3.4%
Q3 2020$3,438,000
+8.0%
20,189
-0.7%
1.25%
+5.0%
Q2 2020$3,184,000
+19.8%
20,339
-1.4%
1.19%
+1.2%
Q1 2020$2,658,000
-20.8%
20,618
+0.5%
1.18%
-1.1%
Q4 2019$3,357,000
+12.0%
20,517
+3.4%
1.19%
+3.8%
Q3 2019$2,996,000
+0.7%
19,840
+0.1%
1.15%
-5.5%
Q2 2019$2,975,000
+3.5%
19,822
-0.2%
1.22%
-3.3%
Q1 2019$2,874,000
+13.4%
19,8610.0%1.26%
+3.7%
Q4 2018$2,535,000
-11.3%
19,861
+4.0%
1.21%
-1.7%
Q3 2018$2,857,000
+6.4%
19,091
-0.2%
1.23%
+0.2%
Q2 2018$2,686,000
-7.5%
19,126
-10.6%
1.23%
-7.5%
Q1 2018$2,905,000
+0.4%
21,401
+1.5%
1.33%
+2.2%
Q4 2017$2,894,000
+6.8%
21,085
+0.8%
1.30%
+0.3%
Q3 2017$2,709,000
+25.0%
20,915
+20.1%
1.30%
-40.0%
Q2 2017$2,167,000
+0.5%
17,416
-2.1%
2.16%
+76.3%
Q1 2017$2,157,000
+4.4%
17,783
-0.8%
1.23%
-2.5%
Q4 2016$2,067,000
+15.9%
17,922
+11.8%
1.26%
+13.8%
Q3 2016$1,784,00016,0261.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
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