Crestwood Advisors Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,312 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 2.4%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,570,950
+29.7%
12,104
+34.5%
0.07%
+8.1%
Q2 2023$1,982,599
+5.8%
9,000
-2.0%
0.06%0.0%
Q1 2023$1,874,045
+36.9%
9,182
+28.2%
0.06%
+31.9%
Q4 2022$1,368,849
+7.0%
7,160
+0.5%
0.05%
+4.4%
Q3 2022$1,279,000
-13.1%
7,126
-8.7%
0.04%
-10.0%
Q2 2022$1,472,000
-17.0%
7,803
+0.2%
0.05%0.0%
Q1 2022$1,773,000
-16.0%
7,787
-10.9%
0.05%
-9.1%
Q4 2021$2,111,000
+11.4%
8,743
+2.5%
0.06%
+1.9%
Q3 2021$1,895,000
-0.3%
8,533
+0.0%
0.05%
-1.8%
Q2 2021$1,901,000
+254.0%
8,531
+228.4%
0.06%
+223.5%
Q1 2021$537,000
+113.9%
2,598
+101.2%
0.02%
+112.5%
Q4 2020$251,000
+2.9%
1,291
-9.8%
0.01%
-11.1%
Q3 2020$244,000
-4.7%
1,431
-12.4%
0.01%
-10.0%
Q2 2020$256,000
-56.2%
1,633
-59.5%
0.01%
-76.2%
Q1 2019$584,000
-96.8%
4,036
-97.1%
0.04%
-97.1%
Q4 2018$18,039,000
+2552.8%
141,341
+3012.6%
1.44%
+2891.7%
Q3 2018$680,000
+2.7%
4,5410.0%0.05%0.0%
Q2 2018$662,000
+7.5%
4,5410.0%0.05%0.0%
Q1 2018$616,000
+569.6%
4,541
+505.5%
0.05%
+500.0%
Q1 2017$92,000
-63.6%
750
-69.1%
0.01%
-74.2%
Q4 2015$253,000
+5.9%
2,4260.0%0.03%0.0%
Q3 2015$239,0002,4260.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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