Gradient Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$306,091
-7.7%
1,441
-4.3%
0.01%
-11.1%
Q2 2023$331,735
-1.3%
1,506
-8.5%
0.01%0.0%
Q1 2023$336,016
+118.8%
1,646
+105.0%
0.01%
+80.0%
Q4 2022$153,588
+35.9%
803
+27.7%
0.01%
+66.7%
Q3 2022$113,000
-56.4%
629
-54.2%
0.00%
-62.5%
Q2 2022$259,000
-33.9%
1,372
-20.3%
0.01%
-20.0%
Q1 2022$392,000
+124.0%
1,722
+137.8%
0.01%
+150.0%
Q4 2021$175,000
+12.2%
724
+3.3%
0.00%0.0%
Q3 2021$156,000
+56.0%
701
+56.8%
0.00%
+33.3%
Q2 2021$100,000
+2.0%
447
-6.1%
0.00%0.0%
Q1 2021$98,000
-65.4%
476
-71.3%
0.00%
-75.0%
Q4 2020$283,0000.0%1,6590.0%0.01%0.0%
Q3 2020$283,000
+10.1%
1,659
+1.0%
0.01%0.0%
Q2 2020$257,000
+49.4%
1,643
+22.8%
0.01%
+33.3%
Q1 2020$172,000
+391.4%
1,338
+534.1%
0.01%
+350.0%
Q4 2019$35,000
+12.9%
211
+2.9%
0.00%0.0%
Q3 2019$31,000
-72.6%
205
-72.7%
0.00%
-66.7%
Q2 2019$113,000
+34.5%
750
+28.6%
0.01%
+20.0%
Q1 2019$84,000
+13.5%
5830.0%0.01%
+25.0%
Q4 2018$74,000
-71.3%
583
-66.1%
0.00%
-69.2%
Q3 2018$258,000
+104.8%
1,722
+92.6%
0.01%
+85.7%
Q2 2018$126,000
-36.4%
894
-38.6%
0.01%
-36.4%
Q1 2018$198,000
+54.7%
1,456
+56.1%
0.01%
+57.1%
Q4 2017$128,000933
+31000.0%
0.01%
Q2 2017$0
-100.0%
3
-88.0%
0.00%
Q1 2017$3,000
-40.0%
25
-41.9%
0.00%
Q4 2016$5,000
-97.3%
43
-97.4%
0.00%
-100.0%
Q3 2016$182,000
+506.7%
1,631
+476.3%
0.02%
+500.0%
Q2 2016$30,000
+500.0%
283
+454.9%
0.00%
+200.0%
Q1 2016$5,000
-70.6%
51
-68.3%
0.00%
-50.0%
Q4 2015$17,000
-74.2%
161
-76.0%
0.00%
-77.8%
Q3 2015$66,000
+29.4%
671
+42.2%
0.01%
+28.6%
Q2 2015$51,000
+8.5%
472
+8.5%
0.01%0.0%
Q1 2015$47,000
+46.9%
435
+44.0%
0.01%
+40.0%
Q4 2014$32,000
+28.0%
302
+24.3%
0.01%0.0%
Q3 2014$25,000
-24.2%
243
-24.8%
0.01%
-16.7%
Q2 2014$33,000
-2.9%
323
-8.2%
0.01%
-25.0%
Q1 2014$34,000
-40.4%
352
-40.7%
0.01%
-46.7%
Q4 2013$57,000
+137.5%
594
+117.6%
0.02%
+87.5%
Q3 2013$24,000
-25.0%
273
-29.3%
0.01%
-33.3%
Q2 2013$32,0003860.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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