Atria Investments, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,591,278
+6.2%
125,188
+10.2%
0.47%
+4.9%
Q2 2023$25,034,949
+40.4%
113,651
+30.1%
0.45%
+34.1%
Q1 2023$17,826,971
-20.5%
87,344
-25.5%
0.34%
-26.7%
Q4 2022$22,426,848
-3.2%
117,301
-9.2%
0.46%
-10.2%
Q3 2022$23,173,000
-0.6%
129,119
+4.5%
0.51%
+4.7%
Q2 2022$23,305,000
-5.7%
123,554
+13.8%
0.49%
+12.9%
Q1 2022$24,722,000
-7.1%
108,588
-1.5%
0.43%
-8.6%
Q4 2021$26,613,000
+7.5%
110,225
-1.2%
0.47%
+6.0%
Q3 2021$24,766,000
+1.2%
111,526
+1.6%
0.45%
-5.3%
Q2 2021$24,468,000
+5.8%
109,809
-1.8%
0.47%
-7.8%
Q1 2021$23,119,000
+6.5%
111,852
+0.3%
0.51%
-2.3%
Q4 2020$21,704,000
+34.0%
111,508
+17.2%
0.52%
+6.5%
Q3 2020$16,199,000
-11.4%
95,116
-18.6%
0.49%
-21.4%
Q2 2020$18,283,000
+0.0%
116,801
+4.6%
0.63%
+26.5%
Q4 2019$18,277,000
-9.2%
111,702
-16.2%
0.50%
-31.0%
Q3 2019$20,130,000
+1.1%
133,312
-1.7%
0.72%
-3.4%
Q2 2019$19,907,000
+3.6%
135,584
+2.1%
0.74%
-8.7%
Q1 2019$19,213,000
-80.1%
132,772
-82.5%
0.81%
-81.0%
Q4 2018$96,636,000
-27.9%
757,160
-15.5%
4.28%
-19.2%
Q3 2018$134,020,000
+7.6%
895,558
+0.9%
5.30%
-3.3%
Q2 2018$124,589,000
+8.0%
887,193
+4.4%
5.48%
-1.6%
Q1 2018$115,358,000
-12.0%
849,971
-11.0%
5.57%
-14.6%
Q4 2017$131,122,000
+4.4%
955,353
-1.5%
6.52%
-4.8%
Q3 2017$125,622,000
+7.3%
969,904
+3.1%
6.84%
-4.5%
Q2 2017$117,059,000
+3.0%
940,613
+0.5%
7.16%
-3.2%
Q1 2017$113,603,000
-0.9%
936,392
-5.8%
7.40%
-15.4%
Q4 2016$114,619,000
+1.5%
993,921
-2.0%
8.74%
-15.7%
Q3 2016$112,913,000
+2.4%
1,014,223
-0.4%
10.38%
-12.6%
Q2 2016$110,233,000
-1.2%
1,018,793
-4.3%
11.87%
-6.4%
Q1 2016$111,609,000
+6.5%
1,064,770
-0.4%
12.68%
+10.2%
Q4 2015$104,752,000
-1.4%
1,069,224
-0.7%
11.51%
-21.6%
Q3 2015$106,287,000
-7.2%
1,076,647
+0.6%
14.69%
+9.2%
Q2 2015$114,560,000
-1.0%
1,070,458
-0.8%
13.45%
+2.7%
Q1 2015$115,728,000
+0.6%
1,079,047
-0.5%
13.10%
+7.2%
Q4 2014$115,000,000
+4.0%
1,084,907
-0.6%
12.22%
+8.1%
Q3 2014$110,546,000
-4.4%
1,091,920
-3.9%
11.30%
-2.1%
Q2 2014$115,676,000
+3.7%
1,136,637
-0.7%
11.54%
+1.5%
Q1 2014$111,592,000
+1.7%
1,144,886
+0.1%
11.37%
+4.0%
Q4 2013$109,761,000
+7.5%
1,144,298
-1.7%
10.93%
+3.0%
Q3 2013$102,056,000
+5.9%
1,164,357
-0.1%
10.62%
-9.5%
Q2 2013$96,355,0001,165,54011.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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