HARBOR INVESTMENT ADVISORY, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,791,217
-3.9%
36,680
-0.3%
1.02%
-9.7%
Q2 2023$8,105,775
+116.1%
36,798
+100.2%
1.13%
+101.2%
Q1 2023$3,751,529
-7.1%
18,381
-13.0%
0.56%
-11.1%
Q4 2022$4,037,506
+7.0%
21,118
+0.4%
0.63%
+1.4%
Q3 2022$3,774,000
+8.1%
21,026
+13.6%
0.62%
+11.3%
Q2 2022$3,490,000
-18.1%
18,502
-1.1%
0.56%
-1.1%
Q1 2022$4,261,000
-5.0%
18,716
+0.7%
0.56%
-0.5%
Q4 2021$4,486,000
+36.2%
18,582
+25.3%
0.57%
+27.4%
Q3 2021$3,293,000
+6.2%
14,830
+6.6%
0.45%
+6.2%
Q2 2021$3,100,000
+15.6%
13,912
+7.2%
0.42%
+4.2%
Q1 2021$2,681,000
+16.6%
12,972
+9.8%
0.40%
+9.5%
Q4 2020$2,300,000
+12.5%
11,818
-1.5%
0.37%
-5.9%
Q3 2020$2,044,000
+6.2%
12,002
-2.3%
0.39%
-4.2%
Q2 2020$1,924,000
+13.2%
12,289
-6.8%
0.41%
-10.9%
Q1 2020$1,700,000
-22.9%
13,185
-2.2%
0.46%
-9.8%
Q4 2019$2,206,00013,4840.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders