WHALEROCK POINT PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
WHALEROCK POINT PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$769,349
-3.6%
3,6220.0%0.27%
-1.5%
Q2 2023$797,854
+7.9%
3,6220.0%0.27%
-1.5%
Q1 2023$739,250
+6.8%
3,6220.0%0.28%
-2.1%
Q4 2022$692,490
+4.8%
3,622
-1.6%
0.28%
-3.1%
Q3 2022$661,000
-8.8%
3,682
-4.2%
0.29%
-5.2%
Q2 2022$725,000
-99.9%
3,8420.0%0.31%
-1.3%
Q1 2022$874,708,000
-5.7%
3,8420.0%0.31%
-2.5%
Q4 2021$927,612,000
+111795.3%
3,842
+2.9%
0.32%
-0.9%
Q3 2021$829,000
-99.9%
3,7320.0%0.32%
+0.3%
Q2 2021$831,564,000
+9.6%
3,732
+1.6%
0.32%
-4.2%
Q1 2021$758,966,000
+106049.1%
3,6720.0%0.33%
-1.5%
Q4 2020$715,000
-99.9%
3,672
+506.9%
0.34%
+1.5%
Q3 2020$604,941,000
+82317.0%
605
-87.1%
0.33%
-22.9%
Q2 2020$734,000
+21.3%
4,6920.0%0.43%0.0%
Q1 2020$605,000
-20.8%
4,692
+0.4%
0.43%
+6.7%
Q4 2019$764,000
+9.1%
4,672
+0.8%
0.41%
+7.7%
Q3 2019$700,000
+1.0%
4,637
+0.4%
0.38%
-4.8%
Q2 2019$693,000
+3.7%
4,6170.0%0.40%
-9.4%
Q1 2019$668,000
+17.2%
4,617
+3.4%
0.44%
-17.5%
Q4 2018$570,000
-14.7%
4,4670.0%0.53%
+9.3%
Q3 2018$668,000
+6.5%
4,4670.0%0.48%
-3.2%
Q2 2018$627,000
-20.0%
4,467
-22.6%
0.50%
+99.6%
Q1 2018$784,000
-1.0%
5,7740.0%0.25%0.0%
Q4 2017$792,000
+5.9%
5,7740.0%0.25%
-4.9%
Q3 2017$748,000
+4.2%
5,7740.0%0.26%0.0%
Q2 2017$718,000
+2.6%
5,7740.0%0.26%
+1.1%
Q1 2017$700,000
+6.9%
5,774
+1.8%
0.26%
+1.2%
Q4 2016$655,000
-4.7%
5,674
-8.1%
0.26%
-9.2%
Q3 2016$687,000
+6.2%
6,1740.0%0.28%
+1.8%
Q1 2016$647,000
+0.6%
6,1740.0%0.28%
-0.4%
Q4 2015$643,000
+7.3%
6,174
+1.6%
0.28%
+8.5%
Q3 2015$599,000
-3.9%
6,074
+4.3%
0.26%
+0.4%
Q2 2015$623,000
+16.2%
5,824
+16.5%
0.26%
+17.9%
Q1 2015$536,000
+3.1%
4,999
+1.9%
0.22%
-0.9%
Q4 2014$520,000
+18.7%
4,907
+13.3%
0.22%
+11.1%
Q3 2014$438,000
-0.5%
4,3300.0%0.20%
-5.3%
Q2 2014$440,000
+4.3%
4,3300.0%0.21%
-2.8%
Q1 2014$422,000
+4.2%
4,330
+2.4%
0.22%
+1.4%
Q4 2013$405,0004,2300.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 290,848$70,260,000100.00%
Rainwater Charitable Foundation 598,119$144,410,00092.19%
Adventist Health System/ West 1,951,152$471,086,00070.50%
Ebor Charitable Trust 143,554$34,660,00068.98%
Kinsale Capital Group, Inc. 337,078$81,384,00065.96%
AEGON USA Investment Management, LLC 962,312$232,341,00064.57%
VIEWPOINT INVESTMENT PARTNERS CORP 449,473$108,521,00061.34%
Monashee Investment Management LLC 1,017,700$245,713,00060.73%
Cabot-Wellington, LLC 521,455$125,900,15657.83%
Hernani LP 951,548$229,742,00052.37%
View complete list of VANGUARD INDEX FDS shareholders