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 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 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 Q2 2022
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