Evercore Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,214,845
+4.1%
19,843
+7.9%
0.08%
+6.8%
Q2 2023$4,050,155
+6.8%
18,386
-1.0%
0.07%
-2.6%
Q1 2023$3,790,808
+10.1%
18,573
+3.1%
0.08%
+5.6%
Q4 2022$3,443,387
+8.1%
18,010
+1.5%
0.07%0.0%
Q3 2022$3,184,000
-4.8%
17,743
+0.0%
0.07%
+1.4%
Q2 2022$3,346,000
-17.1%
17,7370.0%0.07%0.0%
Q1 2022$4,038,000
-7.6%
17,737
-2.0%
0.07%0.0%
Q4 2021$4,370,000
+8.7%
18,1000.0%0.07%
-2.7%
Q3 2021$4,019,000
-4.3%
18,100
-4.0%
0.07%
-5.2%
Q2 2021$4,200,000
+8.6%
18,851
+0.7%
0.08%0.0%
Q1 2021$3,868,000
+3.1%
18,714
-2.9%
0.08%
-4.9%
Q4 2020$3,753,000
+24.5%
19,279
+8.9%
0.08%
+9.5%
Q3 2020$3,015,000
+13.3%
17,701
+4.2%
0.07%
+4.2%
Q2 2020$2,660,000
+21.4%
16,9950.0%0.07%
-1.4%
Q1 2020$2,191,000
-21.8%
16,995
-0.7%
0.07%
-4.0%
Q4 2019$2,800,000
+8.6%
17,110
+0.2%
0.08%
-1.3%
Q3 2019$2,578,000
+17.8%
17,070
+17.1%
0.08%
+15.2%
Q2 2019$2,188,000
-5.1%
14,580
-8.5%
0.07%
-10.8%
Q1 2019$2,306,000
+21.6%
15,935
+7.3%
0.07%
+2.8%
Q4 2018$1,896,000
-13.5%
14,854
+1.4%
0.07%
+2.9%
Q3 2018$2,192,000
+15.2%
14,646
+8.1%
0.07%
+7.7%
Q2 2018$1,902,000
+3.7%
13,544
+0.2%
0.06%
-7.1%
Q1 2018$1,835,000
-1.1%
13,5170.0%0.07%
+1.4%
Q4 2017$1,855,000
+8.2%
13,517
+2.1%
0.07%
+3.0%
Q3 2017$1,715,000
+4.1%
13,2440.0%0.07%
+4.7%
Q2 2017$1,648,000
+2.6%
13,2440.0%0.06%
+1.6%
Q1 2017$1,607,000
+18.3%
13,244
+12.5%
0.06%
+12.5%
Q4 2016$1,358,000
+13.0%
11,776
+9.1%
0.06%
+12.0%
Q3 2016$1,202,000
+12.9%
10,797
+8.7%
0.05%
+6.4%
Q2 2016$1,065,000
+24.4%
9,934
+21.6%
0.05%
+23.7%
Q1 2016$856,000
+0.5%
8,1700.0%0.04%
-5.0%
Q4 2015$852,000
+5.7%
8,1700.0%0.04%
+2.6%
Q3 2015$806,000
-7.8%
8,1700.0%0.04%0.0%
Q2 2015$874,000
+20.2%
8,170
+20.6%
0.04%
+18.2%
Q1 2015$727,000
+41.7%
6,772
+39.9%
0.03%
+26.9%
Q4 2014$513,000
-10.3%
4,840
-14.4%
0.03%
-10.3%
Q3 2014$572,000
-20.3%
5,653
-19.8%
0.03%
-21.6%
Q2 2014$718,000
+4.5%
7,0510.0%0.04%
-5.1%
Q1 2014$687,000
+1.5%
7,0510.0%0.04%
+5.4%
Q4 2013$677,000
+61.2%
7,051
+47.2%
0.04%
+54.2%
Q3 2013$420,000
+6.1%
4,7900.0%0.02%
+9.1%
Q2 2013$396,0004,7900.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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