Focused Wealth Management, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,383,908
-7.0%
6,515
-3.5%
0.24%
-9.0%
Q2 2023$1,487,353
+9.5%
6,752
+1.5%
0.27%
-2.5%
Q1 2023$1,357,779
+0.9%
6,653
-5.4%
0.28%
+0.7%
Q4 2022$1,345,100
+10.2%
7,035
+3.4%
0.27%
+6.6%
Q3 2022$1,221,000
-5.6%
6,803
-0.8%
0.26%
+8.9%
Q2 2022$1,293,000
-19.8%
6,855
-3.2%
0.24%
-7.8%
Q1 2022$1,613,000
-5.3%
7,084
+0.4%
0.26%
-3.0%
Q4 2021$1,703,000
+9.6%
7,055
+0.8%
0.26%
+3.5%
Q3 2021$1,554,000
-1.5%
6,998
-1.2%
0.25%
-2.3%
Q2 2021$1,578,000
+4.4%
7,083
-3.1%
0.26%
-3.0%
Q1 2021$1,511,000
+6.3%
7,309
+0.1%
0.27%
-3.2%
Q4 2020$1,421,000
-10.2%
7,303
-21.4%
0.28%
-19.5%
Q3 2020$1,582,000
+1.5%
9,291
-6.7%
0.34%
-4.7%
Q2 2020$1,559,000
+21.5%
9,962
+0.1%
0.36%
-2.4%
Q1 2020$1,283,000
-28.3%
9,954
-9.0%
0.37%
-12.5%
Q4 2019$1,790,000
+4.7%
10,941
-3.3%
0.42%
-10.4%
Q3 2019$1,709,000
+2.5%
11,319
+1.9%
0.47%
+5.8%
Q2 2019$1,668,000
-7.5%
11,110
-10.8%
0.45%
-18.3%
Q1 2019$1,803,000
+3.3%
12,458
-8.9%
0.55%
-8.4%
Q4 2018$1,745,000
-14.8%
13,674
-0.1%
0.60%
-14.5%
Q3 2018$2,049,000
+7.2%
13,692
+0.6%
0.70%
+5.3%
Q2 2018$1,911,000
-55.5%
13,608
-57.0%
0.66%
-51.7%
Q1 2018$4,296,000
-67.1%
31,653
-66.7%
1.37%
-67.2%
Q4 2017$13,052,000
+1.0%
95,097
-4.6%
4.18%
-2.9%
Q3 2017$12,917,000
+18.7%
99,726
+14.0%
4.31%
+6.0%
Q2 2017$10,882,000
+6.8%
87,441
+4.1%
4.06%
+2.0%
Q1 2017$10,186,000
+10.5%
83,957
+5.0%
3.98%
+2.3%
Q4 2016$9,222,000
+7.0%
79,965
+3.3%
3.90%
+2.8%
Q3 2016$8,620,000
+6.1%
77,423
+2.1%
3.79%
+1.5%
Q2 2016$8,124,000
+23.6%
75,812
+20.9%
3.73%
+3.9%
Q1 2016$6,571,000
+5.5%
62,692
+5.0%
3.59%
+0.3%
Q4 2015$6,226,000
+13.4%
59,698
+7.4%
3.58%
+2.8%
Q3 2015$5,488,000
+0.3%
55,596
+8.7%
3.48%
+2.9%
Q2 2015$5,474,000
+21.1%
51,152
+21.3%
3.39%
+22.0%
Q1 2015$4,521,000
+45.0%
42,157
+43.3%
2.78%
+25.8%
Q4 2014$3,118,000
+54.5%
29,419
+47.6%
2.21%
+42.6%
Q3 2014$2,018,000
+2.2%
19,938
+2.8%
1.55%
+0.3%
Q2 2014$1,974,000
+6.2%
19,401
+1.7%
1.54%
-0.6%
Q1 2014$1,859,000
+25.6%
19,074
+23.6%
1.55%
+25.4%
Q4 2013$1,480,000
+30.5%
15,426
+19.3%
1.24%
+14.7%
Q3 2013$1,134,00012,9351.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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