Sageworth Trust Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
Sageworth Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$234,574,771
-4.2%
1,104,349
-0.6%
17.22%
-0.3%
Q2 2023$244,774,916
+11.0%
1,111,199
+2.9%
17.27%
+6.0%
Q1 2023$220,437,389
+106453.3%
1,080,046
-0.2%
16.30%
-0.9%
Q4 2022$206,880
-99.9%
1,082,065
-0.6%
16.44%
-4.8%
Q3 2022$195,364,000
-9.9%
1,088,559
-5.3%
17.28%
-7.2%
Q2 2022$216,850,000
-18.1%
1,149,668
-1.2%
18.62%
-9.8%
Q1 2022$264,907,000
+2.5%
1,163,554
+8.7%
20.65%
+2.9%
Q4 2021$258,551,000
+15.6%
1,070,871
+6.3%
20.07%
+12.1%
Q3 2021$223,755,000
+0.7%
1,007,634
+1.0%
17.91%
+2.3%
Q2 2021$222,294,000
+9.1%
997,642
+1.2%
17.50%
+3.4%
Q1 2021$203,722,000
+12.8%
985,643
+6.2%
16.93%
+2.9%
Q4 2020$180,662,000
+14.2%
928,187
-0.1%
16.45%
-3.5%
Q3 2020$158,201,000
+7.3%
928,901
-1.4%
17.04%
+3.4%
Q2 2020$147,456,000
-3.8%
942,029
-20.8%
16.48%
-12.5%
Q1 2020$153,261,000
-16.2%
1,188,894
+6.3%
18.84%
-5.0%
Q4 2019$182,928,000
+9.5%
1,118,004
+1.1%
19.83%
+2.0%
Q3 2019$167,034,000
+14.3%
1,106,188
+13.6%
19.44%
+12.4%
Q2 2019$146,170,000
+8.7%
973,882
+4.8%
17.30%
+3.9%
Q1 2019$134,528,000
+18.3%
929,638
+4.3%
16.66%
+10.1%
Q4 2018$113,749,000
+1.7%
891,241
+19.2%
15.13%
-0.2%
Q3 2018$111,898,000
+10.2%
747,734
+3.4%
15.16%
+4.4%
Q2 2018$101,509,000
+8.2%
722,839
+4.6%
14.52%
+3.8%
Q1 2018$93,819,000
+49.8%
691,269
+51.5%
13.98%
+28.4%
Q4 2017$62,614,000
+17.8%
456,199
+11.2%
10.89%
+8.9%
Q3 2017$53,138,000
+14.6%
410,270
+10.1%
10.00%
+8.7%
Q2 2017$46,371,000
+12.4%
372,610
+9.6%
9.19%
+9.0%
Q1 2017$41,248,000
+14.2%
339,996
+8.5%
8.43%
+7.2%
Q4 2016$36,121,000
+47.8%
313,225
+42.6%
7.86%
+40.8%
Q3 2016$24,445,000
+16.6%
219,576
+12.2%
5.59%
+9.6%
Q2 2016$20,966,000
+8.7%
195,647
+6.4%
5.10%
+9.5%
Q1 2016$19,282,000
+768.9%
183,955
+764.6%
4.65%
+766.5%
Q4 2015$2,219,000
+230.2%
21,276
+212.7%
0.54%
+178.2%
Q3 2015$672,000
-7.8%
6,8040.0%0.19%
-17.9%
Q2 2015$729,000
+7.2%
6,804
+7.3%
0.24%
+5.4%
Q1 2015$680,000
-16.7%
6,341
-17.6%
0.22%
-10.1%
Q4 2014$816,000
+4.7%
7,6940.0%0.25%
-13.3%
Q3 2014$779,000
+3.3%
7,694
+3.8%
0.29%
+5.1%
Q2 2014$754,000
+4.4%
7,4100.0%0.27%
-0.4%
Q1 2014$722,000
+1.5%
7,4100.0%0.27%
+5.8%
Q4 2013$711,000
+78.6%
7,410
+63.4%
0.26%
+60.2%
Q3 2013$398,0004,5360.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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