Roundview Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,149,573
-4.5%
85,446
-0.9%
1.82%
-1.6%
Q2 2023$18,995,794
+9.5%
86,235
+1.4%
1.86%
+2.2%
Q1 2023$17,352,155
+6.5%
85,018
-0.2%
1.82%
-2.4%
Q4 2022$16,290,772
+75.6%
85,207
+64.8%
1.86%
+58.8%
Q3 2022$9,279,000
-2.3%
51,703
+2.7%
1.17%
+3.0%
Q2 2022$9,498,000
-16.7%
50,353
+0.5%
1.14%
-3.0%
Q1 2022$11,405,000
-6.6%
50,095
-0.9%
1.17%
-3.8%
Q4 2021$12,211,000
+8.5%
50,574
-0.2%
1.22%
-1.8%
Q3 2021$11,253,000
+1.3%
50,678
+1.6%
1.24%0.0%
Q2 2021$11,113,000
+12.5%
49,874
+4.4%
1.24%
-0.2%
Q1 2021$9,875,000
+7.4%
47,776
+1.1%
1.24%
-1.2%
Q4 2020$9,194,000
+14.0%
47,237
-0.2%
1.26%
-0.6%
Q3 2020$8,062,000
+8.8%
47,340
-0.0%
1.26%
+0.5%
Q2 2020$7,410,000
+9.4%
47,342
-9.9%
1.26%
-12.1%
Q1 2020$6,773,000
+11.9%
52,538
+42.0%
1.43%
+24.5%
Q4 2019$6,052,000
+21.2%
36,989
+11.9%
1.15%
+6.7%
Q3 2019$4,993,000
+5.9%
33,066
+5.2%
1.08%
+1.5%
Q2 2019$4,716,000
+7.9%
31,418
+4.0%
1.06%
+2.3%
Q1 2019$4,370,000
+14.2%
30,198
+0.8%
1.04%
-3.3%
Q4 2018$3,825,000
-12.1%
29,967
+3.1%
1.07%
-0.1%
Q3 2018$4,351,000
+7.1%
29,077
+0.5%
1.07%
+0.8%
Q2 2018$4,064,000
+3.0%
28,939
-0.5%
1.06%
-4.1%
Q1 2018$3,946,000
+0.2%
29,072
+1.3%
1.11%
+9.2%
Q4 2017$3,939,000
-39.5%
28,696
-44.1%
1.02%
+8.2%
Q3 2017$6,509,000
+96.2%
51,293
+92.4%
0.94%
-2.9%
Q2 2017$3,318,000
+4.8%
26,658
+2.2%
0.97%
-1.5%
Q1 2017$3,166,000
+5.0%
26,094
-0.2%
0.98%
+1.5%
Q4 2016$3,015,000
+7.9%
26,145
+4.1%
0.97%
-2.0%
Q3 2016$2,795,000
+6.4%
25,109
+2.4%
0.99%
+2.2%
Q2 2016$2,627,000
+3.5%
24,516
+1.2%
0.97%
+2.2%
Q1 2016$2,539,000
+15.4%
24,219
+14.8%
0.95%
+8.5%
Q4 2015$2,201,000
+17.1%
21,104
+10.9%
0.87%
+8.2%
Q3 2015$1,879,000
+8.7%
19,034
+17.9%
0.81%
+23.8%
Q2 2015$1,728,000
+5.0%
16,147
+5.3%
0.65%0.0%
Q1 2015$1,645,000
+67.0%
15,335
+65.0%
0.65%
+61.1%
Q4 2014$985,000
+62.3%
9,295
+55.0%
0.40%
+48.0%
Q3 2014$607,000
+8.4%
5,995
+8.9%
0.27%
+20.8%
Q2 2014$560,000
+20.2%
5,505
+15.0%
0.23%0.0%
Q1 2014$466,000
+35.9%
4,785
+33.7%
0.23%
+43.9%
Q4 2013$343,000
+23.8%
3,580
+13.3%
0.16%
+9.0%
Q3 2013$277,000
+37.8%
3,160
+29.7%
0.14%
+14.3%
Q2 2013$201,0002,4360.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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