FineMark National Bank & Trust - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,427,925
+80.4%
25,554
+87.1%
0.24%
+90.3%
Q2 2023$3,008,143
-11.9%
13,656
-18.3%
0.12%
-15.1%
Q1 2023$3,413,368
+12.6%
16,724
+5.5%
0.15%
+7.4%
Q4 2022$3,030,170
+43.0%
15,849
+34.3%
0.14%
+33.3%
Q3 2022$2,119,000
-15.2%
11,805
-10.9%
0.10%
-8.1%
Q2 2022$2,500,000
-2.6%
13,253
+17.5%
0.11%
+8.8%
Q1 2022$2,568,000
-21.3%
11,278
-16.5%
0.10%
-17.1%
Q4 2021$3,262,000
+10.6%
13,512
+1.7%
0.12%
-1.6%
Q3 2021$2,950,000
-12.9%
13,284
-12.6%
0.12%
-9.4%
Q2 2021$3,387,000
+24.6%
15,202
+15.6%
0.14%
+20.0%
Q1 2021$2,718,000
+54.3%
13,149
+45.3%
0.12%
+45.6%
Q4 2020$1,762,000
-47.5%
9,052
-54.1%
0.08%
-51.5%
Q3 2020$3,359,000
-6.6%
19,723
-14.1%
0.16%
-18.1%
Q2 2020$3,595,000
+25.8%
22,968
+3.6%
0.20%
+11.2%
Q1 2020$2,857,000
+152.4%
22,166
+220.5%
0.18%
+214.0%
Q4 2019$1,132,000
+12.0%
6,916
+3.3%
0.06%
+5.6%
Q3 2019$1,011,000
+0.6%
6,6970.0%0.05%
-3.6%
Q2 2019$1,005,000
+3.7%
6,6970.0%0.06%0.0%
Q1 2019$969,000
+12.4%
6,697
-0.8%
0.06%
-3.4%
Q4 2018$862,000
-14.7%
6,7540.0%0.06%
-6.5%
Q3 2018$1,011,000
+4.3%
6,754
-2.1%
0.06%
+5.1%
Q2 2018$969,000
+29.9%
6,899
+25.5%
0.06%
+25.5%
Q1 2018$746,000
+3.8%
5,499
+4.9%
0.05%
+2.2%
Q4 2017$719,000
+5.4%
5,241
-0.4%
0.05%0.0%
Q3 2017$682,000
+51.9%
5,263
+46.0%
0.05%
+43.8%
Q2 2017$449,0000.0%3,605
-2.7%
0.03%
-3.0%
Q1 2017$449,000
+24.7%
3,705
+18.8%
0.03%
+13.8%
Q4 2016$360,000
+9.8%
3,119
+6.0%
0.03%
-17.1%
Q3 2016$328,000
+10.8%
2,943
+6.4%
0.04%
+6.1%
Q2 2016$296,000
-14.7%
2,767
-16.5%
0.03%
-19.5%
Q1 2016$347,000
-7.2%
3,314
-7.7%
0.04%
-8.9%
Q4 2015$374,000
+2.2%
3,589
-3.2%
0.04%
-8.2%
Q3 2015$366,000
-23.3%
3,707
-16.8%
0.05%
-21.0%
Q2 2015$477,000
-20.0%
4,456
-19.8%
0.06%
-23.5%
Q1 2015$596,000
+17.8%
5,556
+16.4%
0.08%
+9.5%
Q4 2014$506,000
+7.2%
4,774
+2.4%
0.07%
-1.3%
Q3 2014$472,000
-6.7%
4,662
-6.3%
0.08%
-11.8%
Q2 2014$506,000
+59.1%
4,977
+52.6%
0.08%
+41.7%
Q1 2014$318,000
-12.4%
3,261
-13.8%
0.06%
-20.0%
Q4 2013$363,000
+27.8%
3,785
+16.7%
0.08%
+7.1%
Q3 2013$284,000
+178.4%
3,242
+162.9%
0.07%
+125.8%
Q2 2013$102,0001,2330.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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