Spruce Investment Advisors LLC - 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
Spruce Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2017$2,953,000
+2.6%
23,7320.0%5.22%
+57.3%
Q1 2017$2,879,000
-59.9%
23,732
-61.9%
3.32%
-40.5%
Q4 2016$7,187,000
+815.5%
62,323
+751.2%
5.58%
+1150.9%
Q2 2016$785,000
-5.5%
7,322
-7.7%
0.45%
-12.9%
Q1 2016$831,000
-90.0%
7,929
-90.0%
0.51%
-91.6%
Q4 2015$8,282,000
+5.7%
79,4020.0%6.13%
+153.9%
Q3 2015$7,839,000
-42.4%
79,402
-37.5%
2.41%
-34.2%
Q2 2015$13,602,000
-0.2%
127,090
+0.0%
3.67%
+4.7%
Q1 2015$13,625,000
-30.4%
127,040
-31.2%
3.50%
-34.5%
Q4 2014$19,579,000
-0.2%
184,708
-4.7%
5.34%
+4.7%
Q3 2014$19,622,000
+93.5%
193,816
+94.5%
5.10%
+65.4%
Q2 2014$10,142,000
-45.3%
99,653
-47.6%
3.08%
-57.0%
Q1 2014$18,544,000
-0.3%
190,258
-1.9%
7.17%
-15.7%
Q4 2013$18,600,000
+22.1%
193,905
+11.6%
8.51%
-22.3%
Q3 2013$15,235,000
+68.8%
173,811
+59.3%
10.96%
-0.7%
Q2 2013$9,023,000109,14211.04%
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