NewSquare Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$61,773,166
+1.7%
299,233
+8.5%
6.53%
+3.4%
Q2 2023$60,746,547
+15.1%
275,770
+6.7%
6.32%
+1.3%
Q1 2023$52,764,045
+10.9%
258,521
+3.9%
6.24%
+5.1%
Q4 2022$47,574,693
+10.9%
248,835
+4.1%
5.94%
+10.7%
Q3 2022$42,887,000
-4.5%
238,966
+0.4%
5.36%
-6.8%
Q2 2022$44,916,000
-10.6%
238,130
+7.9%
5.75%
+7.9%
Q1 2022$50,268,000
+1.8%
220,792
+8.0%
5.33%
+2.0%
Q4 2021$49,359,000
+15.1%
204,438
+5.9%
5.23%
+4.4%
Q3 2021$42,865,000
+4.8%
193,036
+5.2%
5.01%
+3.4%
Q2 2021$40,892,000
+25.4%
183,521
+16.3%
4.84%
+13.4%
Q1 2021$32,603,000
+15.8%
157,741
+9.1%
4.27%
+8.4%
Q4 2020$28,151,000
+31.1%
144,633
+14.7%
3.94%
+14.3%
Q3 2020$21,470,000
+9.7%
126,064
+0.9%
3.45%
+3.2%
Q2 2020$19,566,000
+34.7%
124,999
+11.0%
3.34%
+24.3%
Q1 2020$14,523,000
+4.6%
112,661
+32.8%
2.69%
+17.0%
Q4 2019$13,878,000
+9.9%
84,820
+1.5%
2.30%
+0.4%
Q3 2019$12,623,000
+4.0%
83,595
+3.4%
2.29%
+3.2%
Q2 2019$12,137,000
+7.5%
80,864
+3.6%
2.22%
+2.9%
Q1 2019$11,293,000
+16.4%
78,041
+2.7%
2.15%
+5.1%
Q4 2018$9,701,000
-11.1%
76,009
+4.3%
2.05%
-1.0%
Q3 2018$10,909,000
+3.5%
72,894
+0.2%
2.07%
-3.4%
Q2 2018$10,539,000
+23.7%
72,765
+15.9%
2.14%
+15.6%
Q1 2018$8,522,000
+2.3%
62,790
+3.4%
1.85%
-2.7%
Q4 2017$8,333,000
+4.7%
60,712
-1.2%
1.90%
+0.1%
Q3 2017$7,956,000
-0.5%
61,425
-4.4%
1.90%
-1.9%
Q2 2017$7,994,000
+4.1%
64,232
+1.5%
1.94%
+6.0%
Q1 2017$7,680,000
+10.3%
63,305
+4.8%
1.83%
+5.4%
Q4 2016$6,965,000
+45.9%
60,396
+40.8%
1.74%
+58.4%
Q3 2016$4,775,000
+76.1%
42,890
+69.5%
1.10%
+70.1%
Q2 2016$2,712,000
+87.0%
25,311
+83.0%
0.64%
+55.4%
Q1 2016$1,450,000
+42.4%
13,833
+41.7%
0.42%
+45.6%
Q4 2015$1,018,000
+62.6%
9,759
+53.8%
0.28%
+54.1%
Q3 2015$626,000
-86.6%
6,345
-85.5%
0.18%
-86.6%
Q2 2015$4,671,000
-7.7%
43,647
-7.5%
1.38%
-10.9%
Q1 2015$5,062,000
-16.5%
47,197
-17.5%
1.56%
-23.8%
Q4 2014$6,062,000
-23.6%
57,187
-27.0%
2.04%
-27.7%
Q3 2014$7,931,000
-6.4%
78,336
-5.9%
2.82%
-7.1%
Q2 2014$8,471,000
-3.0%
83,235
-7.1%
3.04%
-13.6%
Q1 2014$8,735,000
+3.1%
89,619
+1.5%
3.52%
-14.2%
Q4 2013$8,471,000
-1.7%
88,313
-10.2%
4.10%
-1.0%
Q3 2013$8,619,000
-8.8%
98,329
-13.9%
4.14%
-11.3%
Q2 2013$9,447,000114,2684.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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