Morningstar Investment Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$697,917
-3.5%
3,276,134
-1.3%
8.94%
-4.0%
Q2 2023$723,071
+15.3%
3,320,102
+6.3%
9.31%
+10.5%
Q1 2023$627,223
+4.7%
3,123,489
-0.0%
8.42%
+3.1%
Q4 2022$598,990
-99.9%
3,123,962
-0.6%
8.16%
-3.8%
Q3 2022$599,934,000
+2.6%
3,143,363
+2.3%
8.48%
+8.2%
Q2 2022$584,795,000
-10.9%
3,072,402
+8.5%
7.84%
+7.5%
Q1 2022$656,129,000
+4.0%
2,831,790
+8.4%
7.29%
+3.9%
Q4 2021$631,003,000
+14.1%
2,613,140
+6.1%
7.02%
+7.5%
Q3 2021$553,043,000
+10.4%
2,463,761
+9.5%
6.52%
+8.6%
Q2 2021$501,109,000
+25.7%
2,249,044
+15.9%
6.01%
+15.5%
Q1 2021$398,657,000
+4.7%
1,940,502
-0.8%
5.20%
-1.8%
Q4 2020$380,757,000
+10.9%
1,956,214
-3.7%
5.29%
-0.6%
Q3 2020$343,309,000
-0.5%
2,030,516
-9.2%
5.33%
-6.0%
Q2 2020$345,039,000
+8.9%
2,236,882
-7.7%
5.67%
-1.8%
Q1 2020$316,755,000
-16.2%
2,422,232
+4.8%
5.77%
-2.8%
Q4 2019$378,137,000
+13.5%
2,311,248
+4.7%
5.94%
+5.2%
Q3 2019$333,226,000
+1.4%
2,208,537
+0.9%
5.64%
+4.4%
Q2 2019$328,631,000
+11.9%
2,189,575
+7.9%
5.40%
+7.1%
Q1 2019$293,669,000
+6.7%
2,029,363
-5.9%
5.05%
-6.5%
Q4 2018$275,310,000
-16.6%
2,157,047
-2.3%
5.40%
-9.3%
Q3 2018$330,273,000
-8.4%
2,206,971
-14.1%
5.95%
-12.2%
Q2 2018$360,745,000
+14.1%
2,568,859
+10.3%
6.78%
+10.3%
Q1 2018$316,120,000
-12.2%
2,329,207
-11.2%
6.15%
-15.0%
Q4 2017$360,162,000
+21.4%
2,624,131
+14.6%
7.23%
+11.8%
Q3 2017$296,627,000
+17.3%
2,290,201
+12.7%
6.47%
+10.6%
Q2 2017$252,789,000
+17.7%
2,031,250
+14.7%
5.85%
+8.0%
Q1 2017$214,846,000
+20.5%
1,770,900
+10.6%
5.42%
+5.1%
Q3 2016$178,238,000
+4.3%
1,600,988
+0.6%
5.16%
-4.4%
Q2 2016$170,834,000
-5.9%
1,591,079
-8.1%
5.39%
-13.7%
Q1 2016$181,506,000
-6.5%
1,731,599
-7.0%
6.25%
-18.7%
Q4 2015$194,110,000
+1.4%
1,861,072
-4.1%
7.68%
-5.6%
Q3 2015$191,496,000
+10.3%
1,939,794
+19.6%
8.14%
+10.1%
Q2 2015$173,599,000
-2.0%
1,622,121
-1.8%
7.40%
-4.1%
Q1 2015$177,075,000
-7.5%
1,651,049
-8.6%
7.72%
-14.1%
Q4 2014$191,416,000
+8.9%
1,805,807
+4.0%
8.99%
-0.7%
Q3 2014$175,815,000
+1.9%
1,736,616
+2.4%
9.05%
-9.7%
Q2 2014$172,518,000
+13.6%
1,695,179
+8.8%
10.02%
-3.3%
Q1 2014$151,813,000
+11.5%
1,557,536
+9.8%
10.36%
+1.1%
Q4 2013$136,114,000
+17.9%
1,419,039
+8.5%
10.25%
+1.7%
Q3 2013$115,442,000
+0.4%
1,307,981
-5.9%
10.08%
-15.8%
Q2 2013$114,930,0001,390,22911.96%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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