KELLEHER FINANCIAL ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,481 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.17 and the average weighting 2.6%.

Quarter-by-quarter ownership
KELLEHER FINANCIAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$583,490
-3.2%
2,747
+0.4%
0.29%
-10.7%
Q2 2023$602,906
+7.9%
2,7370.0%0.33%
-5.5%
Q1 2023$558,622
+6.9%
2,737
+0.1%
0.34%
-5.5%
Q4 2022$522,713
+11.2%
2,734
+4.3%
0.36%
+8.3%
Q3 2022$470,000
-4.9%
2,6210.0%0.34%
+51.8%
Q2 2022$494,000
-16.3%
2,621
+1.1%
0.22%
-31.9%
Q1 2022$590,000
-5.3%
2,593
+0.5%
0.33%
-1.5%
Q4 2021$623,000
+2.1%
2,581
-6.1%
0.33%
+23.0%
Q3 2021$610,000
+18.2%
2,749
+18.5%
0.27%
-7.2%
Q2 2021$516,000
-2.1%
2,320
-9.0%
0.29%
-14.2%
Q1 2021$527,000
+8.4%
2,550
+2.0%
0.34%
-7.4%
Q4 2020$486,000
+60.9%
2,500
+40.8%
0.36%
+46.0%
Q3 2020$302,000
+12.7%
1,775
+3.5%
0.25%
-2.7%
Q2 2020$268,000
+15.0%
1,715
+20.3%
0.26%
+9.4%
Q4 2019$233,000
+4.0%
1,426
-4.2%
0.24%
-13.9%
Q3 2019$224,000
+0.4%
1,4890.0%0.27%
-0.7%
Q2 2019$223,000
-9.7%
1,489
-10.1%
0.28%
-14.3%
Q3 2018$247,000
+4.7%
1,656
-1.7%
0.32%
-4.7%
Q2 2018$236,000
+5.4%
1,684
+2.0%
0.34%
+10.5%
Q1 2018$224,000
-6.7%
1,651
-5.8%
0.30%
-19.5%
Q4 2017$240,000
+1.3%
1,753
-4.4%
0.38%
-24.0%
Q3 2017$237,000
+2.2%
1,833
-1.8%
0.50%
+11.4%
Q2 2017$232,000
+2.2%
1,866
-0.5%
0.45%
-7.4%
Q1 2017$227,000
+5.1%
1,8760.0%0.48%
+303.3%
Q4 2016$216,000
+1.4%
1,876
-2.1%
0.12%
-0.8%
Q3 2016$213,0001,9160.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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