Baltimore-Washington Financial Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$528,012
+61.0%
2,486
+67.0%
0.04%
+65.4%
Q2 2023$327,997
+19.2%
1,489
+3.5%
0.03%
-3.7%
Q4 2022$275,122
-30.2%
1,439
-18.7%
0.03%
-27.0%
Q2 2021$394,000
+29.2%
1,770
+19.8%
0.04%
+19.4%
Q1 2021$305,000
+43.2%
1,478
+35.0%
0.03%
+34.8%
Q4 2020$213,000
-0.9%
1,095
-20.5%
0.02%
-23.3%
Q2 2020$215,000
-43.3%
1,378
-62.0%
0.03%
-73.9%
Q1 2016$379,000
-5.0%
3,624
-5.3%
0.12%
-8.0%
Q4 2015$399,000
+17.0%
3,827
+10.6%
0.12%
+15.7%
Q3 2015$341,000
-38.2%
3,460
-32.9%
0.11%
-34.1%
Q2 2015$552,000
-12.5%
5,158
-12.4%
0.16%
-10.9%
Q1 2015$631,000
+9.9%
5,885
+8.7%
0.18%
+7.6%
Q4 2014$574,000
+177.3%
5,413
+164.3%
0.17%
+159.1%
Q3 2014$207,000
-6.3%
2,048
-5.5%
0.07%
-4.3%
Q2 2014$221,000
+17.6%
2,168
+12.4%
0.07%
+7.8%
Q1 2014$188,000
+30.6%
1,928
+28.2%
0.06%
+30.6%
Q4 2013$144,0001,5040.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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