YHB Investment Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,933,059
+96.9%
22,802
+100.5%
0.46%
+94.4%
Q2 2023$2,505,779
+2.2%
11,375
-5.3%
0.23%
-4.9%
Q1 2023$2,452,278
+9.7%
12,015
+2.7%
0.25%
+2.9%
Q4 2022$2,236,092
+11.7%
11,696
+4.9%
0.24%
+7.7%
Q3 2022$2,001,000
+7.4%
11,147
+12.8%
0.22%
+13.3%
Q2 2022$1,863,000
-15.6%
9,879
+1.9%
0.20%
+0.5%
Q1 2022$2,207,000
+5.1%
9,692
+11.4%
0.20%
+17.5%
Q4 2021$2,100,000
+32.4%
8,697
+21.8%
0.17%
+21.2%
Q3 2021$1,586,000
-0.2%
7,141
+0.2%
0.14%
+1.5%
Q2 2021$1,589,000
+13.7%
7,130
+10.8%
0.14%
+11.6%
Q1 2021$1,397,000
+17.5%
6,434
+5.3%
0.12%
+7.1%
Q4 2020$1,189,000
+31.1%
6,109
+14.8%
0.11%
+15.3%
Q3 2020$907,0005,3230.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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