Willingdon Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 534 filers reported holding VANGUARD INDEX FDS in Q2 2014. The put-call ratio across all filers is 0.31 and the average weighting 2.4%.

Quarter-by-quarter ownership
Willingdon Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2020$11,000
-47.6%
89
-32.1%
0.00%
-25.0%
Q4 2019$21,000
+5.0%
1310.0%0.00%0.0%
Q3 2019$20,0000.0%1310.0%0.00%
-20.0%
Q2 2019$20,000
+5.3%
1310.0%0.01%0.0%
Q1 2019$19,000
-5.0%
131
-16.6%
0.01%
-16.7%
Q4 2018$20,000
-28.6%
157
-17.4%
0.01%
-25.0%
Q3 2018$28,000
+3.7%
1900.0%0.01%0.0%
Q2 2018$27,000
+3.8%
1900.0%0.01%0.0%
Q1 2018$26,0000.0%1900.0%0.01%
-11.1%
Q4 2017$26,000
+4.0%
1900.0%0.01%0.0%
Q3 2017$25,000
-93.2%
190
-94.5%
0.01%
-96.1%
Q4 2014$366,000
+10.2%
3,457
+5.4%
0.23%
+5.0%
Q3 2014$332,000
-0.6%
3,2800.0%0.22%
-5.2%
Q2 2014$334,000
+4.4%
3,2800.0%0.23%
+2.7%
Q1 2014$320,000
+1.6%
3,2800.0%0.22%
-8.9%
Q4 2013$315,0003,2800.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2014
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