Winch Advisory Services, LLC - 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
Winch Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,460
+59.2%
6,872
+65.1%
0.54%
+62.9%
Q2 2023$917
+21.9%
4,162
+13.0%
0.33%
+12.7%
Q1 2023$752
+20.7%
3,683
+12.9%
0.29%
+9.8%
Q4 2022$623
-99.8%
3,261
+55.7%
0.27%
+65.2%
Q3 2022$376,000
+5.9%
2,094
+11.2%
0.16%
+11.0%
Q2 2022$355,000
-16.3%
1,883
+1.1%
0.14%
-1.4%
Q1 2022$424,000
-27.1%
1,863
-22.8%
0.15%
-23.4%
Q4 2021$582,000
+39.9%
2,412
+28.8%
0.19%
+32.4%
Q3 2021$416,000
-4.1%
1,873
-3.9%
0.14%
-7.1%
Q2 2021$434,000
+49.1%
1,949
+38.6%
0.16%
+33.3%
Q1 2021$291,000
+6.6%
1,406
+0.1%
0.12%
+3.5%
Q4 2020$273,000
+14.2%
1,404
+0.1%
0.11%
+11.9%
Q3 2020$239,000
+9.1%
1,403
+0.4%
0.10%
-2.9%
Q2 2020$219,000
-48.6%
1,398
-57.7%
0.10%
-50.9%
Q1 2020$426,000
-19.8%
3,302
+1.8%
0.21%
-15.9%
Q4 2019$531,000
+17.7%
3,244
+8.5%
0.25%
+7.2%
Q3 2019$451,000
-6.2%
2,990
-6.6%
0.24%
-6.4%
Q2 2019$481,000
+5.0%
3,202
+1.3%
0.25%
-0.8%
Q1 2019$458,000
+18.3%
3,162
+4.2%
0.25%
+17.7%
Q4 2018$387,000
-8.5%
3,035
+7.3%
0.22%
+0.9%
Q3 2018$423,000
+6.5%
2,829
-0.0%
0.21%
-0.5%
Q2 2018$397,000
+4.2%
2,830
+0.9%
0.21%
-4.0%
Q1 2018$381,000
-95.6%
2,805
-95.5%
0.22%
-95.7%
Q4 2017$8,577,000
+6.5%
62,491
+0.5%
5.16%
-1.5%
Q3 2017$8,050,000
-16.6%
62,150
-19.8%
5.24%
-13.8%
Q2 2017$9,650,000
-21.5%
77,539
-23.5%
6.07%
-22.2%
Q1 2017$12,293,000
-4.0%
101,327
-8.8%
7.80%
-11.5%
Q4 2016$12,811,000
+160037.5%
111,088
+146068.4%
8.82%
+125842.9%
Q3 2016$8,000
+60.0%
76
+49.0%
0.01%
+16.7%
Q2 2016$5,000
-99.8%
51
-99.8%
0.01%
-99.7%
Q2 2015$3,293,000
+28.9%
30,771
+29.2%
1.80%
+21.0%
Q1 2015$2,555,000
+140.1%
23,822
+127.9%
1.49%
+138.5%
Q2 2014$1,064,000
+43.0%
10,455
+37.0%
0.62%
+32.5%
Q1 2014$744,0007,6340.47%
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