Homrich & Berg - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,306 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$1,324,292,000
+5.3%
5,963,668
+5.7%
29.66%
+1.3%
Q2 2021$1,257,702,000
+13.0%
5,644,477
+4.8%
29.28%
+1.7%
Q1 2021$1,113,267,000
+12.4%
5,386,168
+5.9%
28.80%
+2.5%
Q4 2020$990,235,000
+21.6%
5,087,523
+6.4%
28.11%
+0.8%
Q3 2020$814,004,000
+11.4%
4,779,541
+2.4%
27.89%
-5.2%
Q2 2020$730,513,000
+17.9%
4,666,920
-2.9%
29.42%
-16.1%
Q1 2020$619,678,000
-13.3%
4,807,056
+10.0%
35.06%
+5.5%
Q4 2019$714,922,000
+11.4%
4,369,404
+2.8%
33.22%
+0.5%
Q3 2019$641,519,000
+2.6%
4,248,467
+2.0%
33.05%
-0.1%
Q2 2019$625,214,000
+7.8%
4,165,604
+3.9%
33.08%
+9.6%
Q1 2019$580,086,000
+20.9%
4,008,608
+6.6%
30.19%
+6.7%
Q4 2018$479,948,000
-5.5%
3,760,480
+10.8%
28.30%
-7.6%
Q3 2018$507,736,000
+9.1%
3,392,999
+2.4%
30.62%
-9.4%
Q2 2018$465,517,000
+4.0%
3,314,945
+0.5%
33.82%
+8.9%
Q1 2018$447,724,000
+0.8%
3,298,980
+2.0%
31.04%
+2.0%
Q4 2017$444,062,000
+14.5%
3,235,424
+8.0%
30.43%
-0.7%
Q3 2017$387,919,000
+6.9%
2,995,429
+2.7%
30.64%
-3.9%
Q2 2017$363,044,000
-4.0%
2,917,185
-6.4%
31.89%
-2.3%
Q1 2017$378,231,000
+16.5%
3,117,632
+10.7%
32.64%
+11.2%
Q4 2016$324,658,000
+4.6%
2,815,280
+1.0%
29.35%
+3.1%
Q3 2016$310,446,000
+4.9%
2,788,521
+0.9%
28.46%
+1.1%
Q2 2016$296,028,000
+4.0%
2,762,486
+1.7%
28.15%
+0.2%
Q1 2016$284,700,000
+18.0%
2,716,083
+17.4%
28.10%
+27.7%
Q4 2015$241,332,000
+9.4%
2,313,767
+3.6%
22.00%
-5.3%
Q3 2015$220,515,000
-6.3%
2,233,742
+1.6%
23.22%
+1.0%
Q2 2015$235,255,000
+6.1%
2,198,236
+6.3%
22.99%
+5.6%
Q1 2015$221,747,000
+22.7%
2,067,575
+21.2%
21.76%
+18.9%
Q4 2014$180,760,000
+11.0%
1,705,280
+2.9%
18.30%
+11.2%
Q3 2014$162,895,000
-6.5%
1,657,085
-3.2%
16.46%
-16.7%
Q2 2014$174,232,000
+40.1%
1,712,018
+34.2%
19.75%
+21.9%
Q1 2014$124,339,000
+31.0%
1,275,661
+28.9%
16.20%
+22.6%
Q4 2013$94,950,000
+11.5%
989,887
+1.9%
13.21%
-1.8%
Q3 2013$85,148,000
+21.2%
971,454
+14.3%
13.45%
+5.7%
Q2 2013$70,260,000849,88812.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Rainwater Charitable Foundation 650,539$126,621,00093.39%
Adventist Health System/ West 2,556,317$497,562,00077.45%
VIEWPOINT INVESTMENT PARTNERS CORP 443,546$69,428,00064.79%
PFM Asset Management LLC 13,185,931$2,566,510,00063.95%
Ebor Charitable Trust 350,250$68,173,00063.27%
AEGON USA Investment Management, LLC 987,240$192,156,00058.35%
Gibson Capital, LLC 964,743$187,777,00055.29%
Avalon Advisory Group 525,718$102,326,00051.07%
Cabot-Wellington, LLC 513,194$99,888,00050.81%
Beacon Wealthcare, Inc 437,612$85,177,00049.55%
View complete list of VANGUARD INDEX FDS shareholders