Circle Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$62,091,074
-5.3%
292,317
-1.8%
1.55%
-82.2%
Q2 2023$65,549,800
+5.4%
297,575
-2.4%
8.67%
-3.6%
Q1 2023$62,208,846
+6.9%
304,796
+0.1%
9.00%
+0.0%
Q4 2022$58,217,461
+4.4%
304,501
-2.0%
8.99%
-2.2%
Q3 2022$55,779,000
+0.9%
310,801
+6.0%
9.20%
+4.6%
Q2 2022$55,291,000
-18.2%
293,135
-1.2%
8.79%
-0.8%
Q1 2022$67,561,000
-1.9%
296,749
+4.1%
8.87%
-1.3%
Q4 2021$68,842,000
+5.0%
285,130
-3.4%
8.99%
-5.0%
Q3 2021$65,559,000
+0.1%
295,233
+0.4%
9.46%
+0.5%
Q2 2021$65,505,000
+8.4%
293,981
+0.6%
9.41%
-2.4%
Q1 2021$60,420,000
+5.4%
292,322
-0.8%
9.64%
+17.4%
Q4 2020$57,336,000
+9.8%
294,574
-4.0%
8.21%
-4.8%
Q3 2020$52,240,000
+3.7%
306,734
-4.7%
8.63%
-2.2%
Q2 2020$50,385,000
+11.5%
321,885
-8.2%
8.82%
+0.1%
Q1 2020$45,197,000
-43.2%
350,610
-27.8%
8.82%
-36.0%
Q4 2019$79,504,000
+11.3%
485,903
+2.7%
13.77%
-9.4%
Q3 2019$71,429,000
+6.8%
473,039
+6.2%
15.20%
+4.9%
Q2 2019$66,852,000
+8.6%
445,410
+4.7%
14.49%
+5.0%
Q1 2019$61,569,000
+34.4%
425,463
+18.5%
13.80%
-19.6%
Q4 2018$45,811,000
-31.9%
358,934
-20.1%
17.17%
-19.1%
Q3 2018$67,263,000
+15.1%
449,470
+8.0%
21.21%
+6.8%
Q2 2018$58,453,000
+9.0%
416,241
+5.3%
19.86%
+2.7%
Q1 2018$53,636,000
+14.6%
395,199
+15.9%
19.34%
+9.0%
Q4 2017$46,820,000
+7.7%
341,127
+1.7%
17.74%
-0.6%
Q3 2017$43,459,000
+7.2%
335,536
+3.0%
17.85%
-0.5%
Q2 2017$40,530,000
+5.8%
325,670
+3.1%
17.94%
-2.4%
Q1 2017$38,314,000
+18.1%
315,815
+12.2%
18.38%
+6.1%
Q4 2016$32,448,000281,38017.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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