ROCKY MOUNTAIN ADVISERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,537 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 2.7%.

Quarter-by-quarter ownership
ROCKY MOUNTAIN ADVISERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$180,124
+4.1%
8480.0%0.09%
-4.3%
Q2 2023$173,077
+99944.5%
8480.0%0.09%0.0%
Q1 2023$173
-25.1%
848
-29.8%
0.09%
-28.1%
Q4 2022$231
-99.8%
1,208
+48.8%
0.13%
-32.6%
Q3 2022$146,000
-2.7%
812
+2.4%
0.19%
+2.7%
Q2 2022$150,000
-27.9%
793
-13.0%
0.18%
-19.9%
Q1 2022$208,000
-3.3%
912
+2.6%
0.23%
-5.3%
Q4 2021$215,000
+9.1%
889
+0.1%
0.24%
+1.7%
Q3 2021$197,000
-0.5%
888
+0.1%
0.24%
-2.8%
Q2 2021$198,000
+8.2%
887
+0.1%
0.25%
-5.0%
Q1 2021$183,000
+19.6%
886
+12.9%
0.26%
+2.8%
Q4 2020$153,000
+15.0%
785
+0.3%
0.25%
-1.2%
Q3 2020$133,000
+9.0%
783
+0.3%
0.26%
-15.5%
Q2 2020$122,000
+23.2%
781
+1.4%
0.30%
+10.2%
Q1 2020$99,000
-18.2%
770
+3.9%
0.28%
-29.1%
Q4 2019$121,000
+8.0%
741
+0.1%
0.39%
+2.9%
Q3 2019$112,000
+0.9%
740
+0.1%
0.38%
-0.5%
Q2 2019$111,000
+3.7%
739
+0.1%
0.38%
-0.3%
Q1 2019$107,000
+20.2%
738
+6.0%
0.38%
+11.4%
Q4 2018$89,000
-14.4%
696
+0.3%
0.34%
-4.2%
Q3 2018$104,000
+7.2%
6940.0%0.36%
-2.2%
Q2 2018$97,000
+3.2%
694
+0.1%
0.36%
-2.4%
Q1 2018$94,000
+3.3%
693
+4.8%
0.37%
+3.6%
Q4 2017$91,000
+5.8%
6610.0%0.36%
-1.4%
Q3 2017$86,000
+1.2%
661
-3.5%
0.36%
-9.9%
Q2 2017$85,000
-32.0%
685
-33.8%
0.40%
-30.7%
Q1 2017$125,000
+8.7%
1,034
+4.0%
0.58%
+2.3%
Q4 2016$115,000
+3.6%
9940.0%0.57%
-1.4%
Q3 2016$111,0000.0%994
-4.1%
0.58%
-2.0%
Q2 2016$111,000
+6.7%
1,037
+4.7%
0.59%
+3.1%
Q1 2016$104,000
+1.0%
9900.0%0.57%
-5.3%
Q4 2015$103,000
+5.1%
9900.0%0.60%
+5.2%
Q3 2015$98,000
+1.0%
990
+8.8%
0.58%
-6.0%
Q2 2015$97,000
-1.0%
9100.0%0.61%
-5.6%
Q1 2015$98,000
+2.1%
9100.0%0.65%
-0.9%
Q4 2014$96,000
+4.3%
9100.0%0.65%
-7.8%
Q3 2014$92,000
-1.1%
9100.0%0.71%
-3.1%
Q2 2014$93,000
+4.5%
9100.0%0.73%
+2.8%
Q1 2014$89,000
+2.3%
9100.0%0.71%
-16.9%
Q4 2013$87,0009100.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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