PATHSTONE FAMILY OFFICE, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,105 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.57 and the average weighting 2.3%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$133,979,272
+68.8%
630,727
+75.0%
1.02%
-13.7%
Q2 2023$79,380,657
+4.4%
360,336
-3.2%
1.18%
-3.9%
Q1 2023$76,013,043
-44.3%
372,399
-49.1%
1.23%
+5.9%
Q4 2022$136,424,040
-4.8%
731,554
-8.4%
1.16%
-10.1%
Q3 2022$143,320,617
+73.1%
798,522
+81.9%
1.29%
-29.0%
Q2 2022$82,781,998
-9.7%
438,884
+9.0%
1.82%
-14.7%
Q1 2022$91,666,000
-6.6%
402,596
-0.9%
2.14%
-12.6%
Q4 2021$98,103,000
+6.7%
406,354
-1.9%
2.45%
-8.9%
Q3 2021$91,971,000
-25.6%
414,187
-25.3%
2.69%
-27.5%
Q2 2021$123,611,000
+0.6%
554,763
-6.7%
3.71%
-10.8%
Q1 2021$122,911,000
+2.7%
594,667
-3.3%
4.15%
-15.5%
Q4 2020$119,705,000
+21.9%
615,005
+6.6%
4.92%
-54.0%
Q3 2020$98,217,000
+1.9%
576,668
-6.3%
10.69%
-6.4%
Q2 2020$96,369,000
+11.7%
615,662
-8.0%
11.42%
-6.8%
Q1 2020$86,257,000
-90.1%
669,162
+25.2%
12.26%
+29.1%
Q4 2019$874,749,000
+951.4%
534,628
-9.9%
9.50%
-12.4%
Q3 2019$83,202,000
+0.9%
593,510
+8.0%
10.84%
+11.4%
Q2 2019$82,487,000
+1.2%
549,609
-2.5%
9.73%
-6.2%
Q1 2019$81,540,000
+729.0%
563,506
+631.3%
10.37%
+267.9%
Q4 2018$9,836,000
-22.3%
77,060
-9.0%
2.82%
-28.9%
Q3 2018$12,667,000
+24.8%
84,652
+17.2%
3.97%
-46.9%
Q2 2018$10,147,000
+8.3%
72,247
+4.7%
7.47%
+42.8%
Q1 2018$9,370,000
+6.5%
69,033
+1.6%
5.23%
-33.9%
Q3 2017$8,796,000
-66.8%
67,913
-68.1%
7.92%
-29.1%
Q2 2017$26,524,000
+15.1%
213,136
+12.2%
11.18%
-12.0%
Q1 2017$23,038,000
+0.5%
189,898
-4.4%
12.69%
-12.9%
Q4 2016$22,914,000
+69336.4%
198,706
+66356.9%
14.58%
+42779.4%
Q3 2016$33,000
+3.1%
2990.0%0.03%
+13.3%
Q2 2016$32,000
+3.2%
2990.0%0.03%
-52.4%
Q1 2016$31,0002990.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
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