IRON Financial LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
IRON Financial LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,161,140
-4.6%
43,130
-1.1%
5.32%
+3.1%
Q2 2023$9,606,565
+7.9%
43,611
+0.0%
5.16%
+5.6%
Q1 2023$8,900,898
+7.0%
43,610
+0.2%
4.89%
+2.3%
Q4 2022$8,319,847
+6.1%
43,516
-0.4%
4.78%
+10.9%
Q3 2022$7,844,000
-5.3%
43,705
-0.5%
4.31%
-0.7%
Q2 2022$8,285,000
-19.8%
43,924
-3.2%
4.34%
-8.9%
Q1 2022$10,335,000
-6.5%
45,396
-0.8%
4.76%
-3.4%
Q4 2021$11,052,000
+8.3%
45,775
-0.4%
4.93%
+0.7%
Q3 2021$10,205,000
-1.9%
45,956
-1.6%
4.90%
+0.5%
Q2 2021$10,407,000
+6.6%
46,705
-1.1%
4.87%
-5.4%
Q1 2021$9,760,000
-2.7%
47,220
-8.4%
5.15%
+2.0%
Q4 2020$10,028,000
+13.2%
51,523
-0.9%
5.05%
+3.1%
Q3 2020$8,857,000
+3.9%
52,003
-4.5%
4.89%
+11.3%
Q2 2020$8,526,000
+13.2%
54,469
-6.8%
4.40%
-6.8%
Q1 2020$7,534,000
-21.1%
58,445
+0.2%
4.72%
+3.7%
Q4 2019$9,545,000
-0.9%
58,334
-8.6%
4.55%
-36.6%
Q3 2019$9,635,000
-6.1%
63,809
-10.0%
7.18%
-25.0%
Q2 2019$10,258,000
-2.6%
70,884
-2.6%
9.57%
+43.7%
Q1 2019$10,532,000
+8.7%
72,780
-4.1%
6.66%
-11.6%
Q4 2018$9,685,000
-14.7%
75,882
+0.0%
7.54%
-1.1%
Q3 2018$11,355,000
-10.1%
75,878
-15.7%
7.62%
+11.1%
Q2 2018$12,637,000
-30.0%
89,986
-32.3%
6.86%
-40.8%
Q1 2018$18,046,000
-13.8%
132,965
-12.8%
11.58%
-20.4%
Q4 2017$20,936,000
+7.1%
152,540
+1.0%
14.55%
-2.4%
Q3 2017$19,552,000
+4.2%
150,958
+0.1%
14.91%
-10.3%
Q2 2017$18,761,000
+1.5%
150,750
-1.0%
16.63%
+24.9%
Q1 2017$18,480,000
+4.1%
152,323
-1.0%
13.32%
+9.9%
Q4 2016$17,746,000
-4.2%
153,886
-7.5%
12.12%
-46.4%
Q3 2016$18,517,000
+4.9%
166,324
+1.0%
22.61%
-0.6%
Q2 2016$17,644,000
+2.2%
164,648
+0.0%
22.73%
+30.5%
Q1 2016$17,256,000
+8.9%
164,622
+8.3%
17.42%
+29.3%
Q4 2015$15,850,000
+8.6%
151,968
+2.8%
13.48%
+38.7%
Q3 2015$14,599,000
-7.3%
147,883
+0.5%
9.72%
-34.6%
Q2 2015$15,752,000
+0.7%
147,188
+1.0%
14.85%
+21.7%
Q1 2015$15,636,000
-89.8%
145,787
+0.6%
12.21%
-21.4%
Q4 2014$153,569,000
+1341.3%
144,876
+37.6%
15.53%
+14.2%
Q3 2014$10,655,000
+0.8%
105,250
+1.3%
13.60%
+45.5%
Q2 2014$10,569,000
+4.9%
103,856
+0.5%
9.34%
+21.9%
Q1 2014$10,073,000
+0.8%
103,342
-0.9%
7.66%
-24.9%
Q4 2013$9,998,000104,23210.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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