Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,105 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.57 and the average weighting 2.3%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,252,051
-51.9%
133,008
-50.1%
1.14%
-0.7%
Q2 2023$58,716,038
+143.9%
266,552
+126.0%
1.15%
-15.8%
Q1 2023$24,077,171
-7.8%
117,968
-13.7%
1.37%
+69.0%
Q4 2022$26,125,563
+85.0%
136,647
+73.7%
0.81%
-33.6%
Q3 2022$14,120,000
-1.5%
78,679
+3.5%
1.22%
+1.8%
Q2 2022$14,341,000
-1.0%
76,029
+19.5%
1.20%
+17.0%
Q1 2022$14,487,000
+6.6%
63,630
+13.1%
1.02%
+5.3%
Q4 2021$13,585,000
+10.1%
56,267
+1.3%
0.97%
-9.2%
Q3 2021$12,335,000
-2.6%
55,549
-2.3%
1.07%
-5.0%
Q2 2021$12,663,000
+13.5%
56,832
+5.3%
1.13%
-1.1%
Q1 2021$11,156,000
+10.2%
53,975
+3.7%
1.14%
-3.2%
Q4 2020$10,126,000
+54.9%
52,026
+35.5%
1.18%
+28.7%
Q3 2020$6,538,000
+49.4%
38,387
+37.3%
0.91%
+31.7%
Q2 2020$4,376,000
+28.2%
27,957
+14.2%
0.69%
+9.3%
Q1 2020$3,413,000
+132.5%
24,489
+174.3%
0.64%
+111.7%
Q4 2019$1,468,000
+128.7%
8,927
+111.4%
0.30%
+98.7%
Q3 2019$642,000
-20.0%
4,223
-21.1%
0.15%
-19.7%
Q2 2019$803,000
-7.2%
5,351
-7.8%
0.19%
-6.5%
Q1 2019$865,000
+21.7%
5,805
+10.7%
0.20%
+10.4%
Q4 2018$711,000
-34.7%
5,242
-27.6%
0.18%
-32.1%
Q3 2018$1,088,000
+152.4%
7,238
+135.8%
0.27%
+106.2%
Q2 2018$431,000
+3.4%
3,0690.0%0.13%
-15.6%
Q1 2018$417,000
+15.2%
3,069
+16.3%
0.15%
+14.1%
Q4 2017$362,000
+704.4%
2,639
+662.7%
0.14%
+800.0%
Q3 2017$45,000
+4.7%
3460.0%0.02%
+66.7%
Q2 2017$43,000
-10.4%
346
-12.6%
0.01%
-10.0%
Q1 2017$48,000
-2.0%
3960.0%0.01%
-9.1%
Q4 2016$49,000
+11.4%
3960.0%0.01%0.0%
Q3 2016$44,000
-99.7%
396
-99.5%
0.01%
-99.1%
Q3 2011$14,120,00078,6791.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
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