New England Private Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 619 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 2.5%.

Quarter-by-quarter ownership
New England Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,288,865
+1.2%
104,872
+4.9%
4.65%
+4.5%
Q2 2023$22,025,548
+8.8%
99,982
+0.7%
4.45%
+8.1%
Q1 2023$20,251,790
+7.8%
99,249
+1.0%
4.12%
+3.4%
Q4 2022$18,778,444
+5.7%
98,235
-0.7%
3.98%
-4.5%
Q3 2022$17,762,000
-20.9%
98,884
+0.2%
4.17%
+1.5%
Q2 2022$22,462,0000.0%98,688
-0.0%
4.10%
+0.1%
Q1 2022$22,462,000
-1.4%
98,715
-90.5%
4.10%
+3.5%
Q4 2021$22,785,000
+4.5%
1,043,023
+963.3%
3.96%
-2.6%
Q3 2021$21,803,000
+6.3%
98,092
+6.6%
4.07%
+4.3%
Q2 2021$20,502,000
+9.3%
92,018
+1.2%
3.90%
+20.5%
Q1 2021$18,755,000
+6.9%
90,885
+0.8%
3.24%
-15.8%
Q4 2020$17,540,000
+20.7%
90,149
+5.7%
3.85%
+5.5%
Q3 2020$14,531,000
+9.5%
85,307
+1.0%
3.64%
+0.5%
Q2 2020$13,268,000
+20.9%
84,494
-0.8%
3.63%
-2.9%
Q1 2020$10,973,000
-21.9%
85,208
-0.8%
3.74%
+1.8%
Q4 2019$14,057,000
+6.1%
85,886
-2.1%
3.67%
+14.1%
Q3 2019$13,244,000
+0.9%
87,711
+0.3%
3.21%
+1.2%
Q2 2019$13,122,000
+5.7%
87,411
+1.9%
3.18%
-1.2%
Q1 2019$12,410,000
+6.1%
85,743
-6.4%
3.22%
-6.4%
Q4 2018$11,692,000
-18.2%
91,605
-4.1%
3.43%
-10.1%
Q3 2018$14,291,000
+12.5%
95,482
+5.6%
3.82%
+6.7%
Q2 2018$12,699,000
+6.0%
90,419
+2.5%
3.58%
+5.8%
Q1 2018$11,980,000
+16.3%
88,237
+17.6%
3.38%
+16.7%
Q4 2017$10,301,000
+7.3%
75,030
+1.2%
2.90%
+1.6%
Q3 2017$9,600,000
+11.1%
74,144
+6.8%
2.86%
+7.2%
Q2 2017$8,637,000
-3.1%
69,396
-5.7%
2.66%
-6.6%
Q1 2017$8,915,000
+4.2%
73,584
-4.1%
2.85%
-4.1%
Q4 2016$8,554,000
+4.6%
76,739
+1.0%
2.97%
+1.1%
Q3 2016$8,180,000
+6.1%
75,967
+5.6%
2.94%
-0.1%
Q2 2016$7,710,000
+2.5%
71,954
+0.2%
2.94%
-4.8%
Q1 2016$7,525,000
+1.7%
71,785
+1.2%
3.09%
+5.3%
Q4 2015$7,397,000
+29.8%
70,901
+22.8%
2.94%
+20.8%
Q3 2015$5,699,000
-20.9%
57,717
-14.3%
2.43%
-11.2%
Q2 2015$7,205,000
+17.0%
67,310
+17.0%
2.74%
+14.0%
Q1 2015$6,160,000
+27.7%
57,510
+26.4%
2.40%
+26.4%
Q4 2014$4,822,000
+25.0%
45,500
+19.4%
1.90%
+22.2%
Q3 2014$3,857,000
+8.3%
38,094
+8.9%
1.56%
+6.4%
Q2 2014$3,560,000
+4.4%
34,988
+0.0%
1.46%
+2.0%
Q1 2014$3,410,000
+32.1%
34,975
+29.9%
1.43%
+22.4%
Q4 2013$2,582,000
+48.2%
26,917
+35.5%
1.17%
+28.0%
Q3 2013$1,742,000
+113.0%
19,869
+101.0%
0.91%
+78.2%
Q2 2013$818,000
+3.2%
9,8840.0%0.51%
-12.2%
Q1 2013$793,000
+9.4%
9,8840.0%0.58%
-13.1%
Q4 2012$725,0009,8840.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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