Capital Advisors, Ltd. 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
Capital Advisors, Ltd. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,283
-2.0%
81,364
+1.6%
2.65%
+0.5%
Q2 2023$17,642
+5.3%
80,091
-2.5%
2.64%
-4.3%
Q1 2023$16,761
+7.8%
82,120
+0.9%
2.76%
+2.0%
Q4 2022$15,553
-99.9%
81,348
-3.4%
2.70%
-8.1%
Q3 2022$15,109,000
-1.9%
84,187
+3.1%
2.94%
+1.9%
Q2 2022$15,401,000
-12.6%
81,649
+5.5%
2.88%
-1.6%
Q1 2022$17,627,000
-3.8%
77,424
+2.0%
2.93%
-0.8%
Q4 2021$18,318,000
+20.8%
75,871
+11.1%
2.96%
+9.2%
Q3 2021$15,170,000
+5.2%
68,317
+5.6%
2.71%
+4.7%
Q2 2021$14,417,000
+14.6%
64,702
+6.3%
2.59%
+12.1%
Q1 2021$12,576,000
+12.4%
60,847
+5.8%
2.31%
-6.6%
Q4 2020$11,190,000
+16.9%
57,489
+2.3%
2.47%
+3.5%
Q3 2020$9,570,000
+18.8%
56,193
+9.2%
2.39%
+12.2%
Q2 2020$8,056,000
+22.5%
51,468
+0.8%
2.13%
+3.2%
Q1 2020$6,579,000
-18.9%
51,037
+3.0%
2.06%
-0.3%
Q4 2019$8,110,000
+9.8%
49,564
+0.9%
2.07%
+1.1%
Q3 2019$7,389,000
+15.6%
49,099
+15.3%
2.04%
+13.2%
Q2 2019$6,391,000
-19.3%
42,581
-22.2%
1.81%
-15.7%
Q1 2019$7,920,000
+11.6%
54,732
-1.5%
2.14%
+2.3%
Q4 2018$7,094,000
-4.4%
55,579
+12.1%
2.09%
-0.0%
Q3 2018$7,420,000
+9.3%
49,583
+2.6%
2.09%
-1.3%
Q2 2018$6,788,000
+4.5%
48,340
+1.0%
2.12%
+0.9%
Q1 2018$6,494,000
+6.1%
47,845
+7.3%
2.10%
+4.1%
Q4 2017$6,121,000
+13.3%
44,595
+6.9%
2.02%
+6.7%
Q3 2017$5,402,000
+10.3%
41,707
+6.0%
1.89%
+5.2%
Q2 2017$4,899,000
+1.2%
39,362
-1.4%
1.80%
-3.4%
Q1 2017$4,842,000
+19.5%
39,912
+13.6%
1.86%
+11.4%
Q4 2016$4,053,000
+12.1%
35,142
+8.3%
1.67%
+5.3%
Q3 2016$3,614,000
+13.3%
32,460
+9.1%
1.59%
+6.1%
Q2 2016$3,190,000
+4.4%
29,764
+2.1%
1.50%
-1.5%
Q1 2016$3,057,000
+25.5%
29,161
+24.9%
1.52%
+19.9%
Q4 2015$2,435,000
+5.6%
23,345
-0.0%
1.27%
-0.2%
Q3 2015$2,305,000
-4.4%
23,347
+3.6%
1.27%
+1.7%
Q2 2015$2,412,000
-0.2%
22,534
-0.0%
1.25%
-0.2%
Q1 2015$2,417,000
+3.3%
22,539
+2.1%
1.25%
-1.7%
Q4 2014$2,340,000
+5.2%
22,076
+0.4%
1.28%
+0.7%
Q3 2014$2,225,000
-0.1%
21,986
+0.5%
1.27%
+1.4%
Q2 2014$2,227,000
+2.8%
21,887
-1.6%
1.25%
-2.0%
Q1 2014$2,167,000
+4.9%
22,237
+3.3%
1.27%
-7.1%
Q4 2013$2,065,00021,5241.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders