W.G. Shaheen & Associates DBA Whitney & Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
W.G. Shaheen & Associates DBA Whitney & Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$421,634
+4.9%
1,985
+8.8%
0.06%
+8.6%
Q2 2023$402,011
+7.9%
1,8250.0%0.06%
-1.7%
Q1 2023$372,483
+7.0%
1,825
+0.3%
0.06%
-7.8%
Q4 2022$347,966
-55.1%
1,820
-46.6%
0.06%
-46.2%
Q1 2022$775,000
+62.8%
3,406
+72.6%
0.12%
+70.0%
Q4 2021$476,000
+8.7%
1,9730.0%0.07%0.0%
Q3 2021$438,000
+9.0%
1,973
+9.3%
0.07%
+9.4%
Q2 2021$402,000
+7.8%
1,8050.0%0.06%
-1.5%
Q1 2021$373,000
+1.9%
1,805
-1.0%
0.06%
+10.2%
Q4 2020$366,000
+5128.6%
1,823
+3546.0%
0.06%
+2850.0%
Q3 2018$7,000500.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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