J.P. Morgan Private Wealth 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
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$188,343,915
-13.2%
886,700
-9.9%
0.54%
-52.2%
Q2 2023$216,867,988
-9.8%
984,511
-16.5%
1.13%
+120.8%
Q1 2023$240,551,648
-1.6%
1,178,597
-7.8%
0.51%
-6.6%
Q4 2022$244,397,412
+17.5%
1,278,296
+10.3%
0.55%
+0.4%
Q3 2022$208,010,000
+3.4%
1,159,025
+8.6%
0.54%
+5.8%
Q2 2022$201,223,000
+0.1%
1,066,819
+20.8%
0.51%
+18.2%
Q1 2022$200,997,000
-6.1%
882,842
-0.4%
0.44%
-5.4%
Q4 2021$214,106,000
+22.5%
886,786
+12.6%
0.46%
+7.5%
Q3 2021$174,808,000
+11.4%
787,213
+11.8%
0.43%
+5.4%
Q2 2021$156,912,000
+41.3%
704,208
+31.1%
0.41%
+13.1%
Q1 2021$111,053,000
-2.1%
537,292
-7.8%
0.36%
-2.4%
Q4 2020$113,394,000
+21.9%
582,584
+6.7%
0.37%
+1.4%
Q3 2020$92,988,000
+13.0%
545,993
+3.8%
0.36%
-3.2%
Q2 2020$82,296,000
+24.1%
525,753
+2.2%
0.38%
-0.3%
Q1 2020$66,301,000
-35.9%
514,321
-18.6%
0.38%
-20.0%
Q4 2019$103,413,000
+9.6%
632,032
+1.1%
0.47%
-4.5%
Q3 2019$94,391,000
+10.3%
625,108
+9.7%
0.49%
+4.9%
Q2 2019$85,551,000
-11.1%
569,995
-14.3%
0.47%
-6.6%
Q1 2019$96,279,000
+13.3%
665,326
-0.1%
0.50%
-2.7%
Q4 2018$84,988,000
-12.2%
665,890
+2.9%
0.52%
+9.1%
Q3 2018$96,851,000
+19.0%
647,186
+11.7%
0.47%
+3.7%
Q2 2018$81,383,000
+40.2%
579,527
+35.5%
0.46%
+16.0%
Q1 2018$58,043,000
+12.3%
427,668
+13.6%
0.39%
+15.6%
Q4 2017$51,677,000
+4.2%
376,520
-1.6%
0.34%
-4.8%
Q3 2017$49,579,000
+3.5%
382,789
-0.5%
0.36%
-1.9%
Q2 2017$47,898,000
+12.5%
384,879
+9.7%
0.36%
+10.3%
Q1 2017$42,575,000
+41.3%
350,930
+34.3%
0.33%
+26.0%
Q4 2016$30,128,000
+59.8%
261,255
+54.2%
0.26%
+48.9%
Q3 2016$18,856,000
-20.9%
169,373
-23.9%
0.18%
-23.8%
Q2 2016$23,842,000
-16.3%
222,493
-18.2%
0.23%
-15.1%
Q1 2016$28,499,000
+5.2%
271,887
+4.6%
0.27%
-2.2%
Q4 2015$27,101,000
+18.1%
259,834
+11.7%
0.28%
-3.5%
Q3 2015$22,957,000
-9.4%
232,555
-1.8%
0.29%
-1.0%
Q2 2015$25,336,000
+8.1%
236,735
+8.4%
0.29%
+9.0%
Q1 2015$23,429,000
+90.9%
218,445
+88.6%
0.27%
+81.6%
Q4 2014$12,275,000
+6.5%
115,797
+1.8%
0.15%
-0.7%
Q3 2014$11,521,000
-2.5%
113,802
-2.0%
0.15%
-25.6%
Q2 2014$11,818,000
+3.0%
116,122
-1.3%
0.20%
-5.2%
Q1 2014$11,469,000
+7.2%
117,669
+5.5%
0.21%
-2.3%
Q4 2013$10,697,000
+30.3%
111,517
+19.1%
0.22%
+15.6%
Q3 2013$8,209,000
+8.3%
93,660
+2.2%
0.19%
-0.5%
Q2 2013$7,580,00091,6850.19%
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