Barrett Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$127,000
+8.5%
527
+0.2%
0.01%0.0%
Q3 2021$117,000
+23.2%
526
+23.5%
0.01%
+25.0%
Q2 2021$95,000
+8.0%
4260.0%0.00%0.0%
Q1 2021$88,000
-43.6%
426
-50.0%
0.00%0.0%
Q4 2020$156,000
+113.7%
852
+100.0%
0.00%0.0%
Q3 2020$73,000
+9.0%
4260.0%0.00%0.0%
Q2 2020$67,000
+21.8%
4260.0%0.00%0.0%
Q1 2020$55,000
-59.0%
426
-50.0%
0.00%0.0%
Q4 2019$134,000
+109.4%
852
+100.0%
0.00%0.0%
Q3 2019$64,000
-14.7%
426
-15.0%
0.00%
-20.0%
Q2 2019$75,000
+4.2%
5010.0%0.01%0.0%
Q1 2019$72,000
+12.5%
5010.0%0.01%0.0%
Q4 2018$64,000
-14.7%
5010.0%0.01%0.0%
Q3 2018$75,000
+7.1%
5010.0%0.01%0.0%
Q2 2018$70,000
+2.9%
5010.0%0.01%0.0%
Q1 2018$68,000
-1.4%
5010.0%0.01%0.0%
Q4 2017$69,000
+6.2%
5010.0%0.01%0.0%
Q3 2017$65,000
+4.8%
5010.0%0.01%0.0%
Q2 2017$62,000
+1.6%
5010.0%0.01%0.0%
Q1 2017$61,0005010.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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