Waldron Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,635
+0.6%
17,117
+4.3%
0.19%
+5.0%
Q2 2023$3,615
-27.6%
16,411
-32.9%
0.18%
-25.9%
Q1 2023$4,991
-14.9%
24,457
-25.2%
0.24%
-33.4%
Q4 2022$5,865
-99.9%
32,6800.0%0.36%
+0.3%
Q3 2022$5,865,000
+5.8%
32,680
+11.2%
0.36%
+17.0%
Q2 2022$5,541,000
-9.2%
29,378
+9.6%
0.31%
-0.6%
Q1 2022$6,102,000
+12.3%
26,805
+19.1%
0.31%
+16.8%
Q4 2021$5,436,000
+9.0%
22,515
+0.3%
0.27%
-7.6%
Q3 2021$4,987,000
-1.9%
22,458
-1.6%
0.29%
-10.8%
Q2 2021$5,084,000
+10.9%
22,818
+2.8%
0.32%
+1.9%
Q1 2021$4,586,000
+13.7%
22,188
+7.0%
0.32%
+6.3%
Q4 2020$4,035,000
+43.7%
20,733
+25.7%
0.30%
+25.0%
Q3 2020$2,808,000
+14.5%
16,492
+5.2%
0.24%
+10.6%
Q2 2020$2,453,000
-52.3%
15,676
-60.7%
0.22%
-60.4%
Q1 2020$5,140,000
-33.4%
39,879
-15.5%
0.55%
-20.3%
Q4 2019$7,723,000
+40.2%
47,206
+29.4%
0.69%
+22.6%
Q3 2019$5,509,000
-4.6%
36,486
-5.2%
0.56%
-8.6%
Q2 2019$5,773,000
+4.0%
38,469
+0.2%
0.61%
-1.9%
Q1 2019$5,553,000
+5.1%
38,376
-7.3%
0.63%
-17.8%
Q4 2018$5,285,000
+477.0%
41,411
+575.9%
0.76%
+328.1%
Q3 2018$916,000
+6.6%
6,127
+0.1%
0.18%
-4.3%
Q2 2018$859,000
+7.2%
6,123
+3.7%
0.19%
+3.3%
Q1 2018$801,000
-6.5%
5,903
-5.5%
0.18%
-10.9%
Q4 2017$857,000
+11.3%
6,245
+5.0%
0.20%
-6.0%
Q3 2017$770,000
+9.7%
5,949
+5.4%
0.22%
-3.6%
Q2 2017$702,000
-9.8%
5,642
-14.1%
0.22%
+14.4%
Q1 2017$778,000
+30.3%
6,570
+26.7%
0.20%
-4.9%
Q4 2016$597,000
+29.8%
5,184
+25.3%
0.20%
+22.8%
Q3 2016$460,000
+6.0%
4,136
+2.1%
0.17%
+5.0%
Q2 2016$434,000
-32.3%
4,051
-34.0%
0.16%
-34.3%
Q1 2016$641,000
+130.6%
6,139
+129.8%
0.24%
+132.7%
Q4 2015$278,000
+5.7%
2,671
+0.1%
0.10%
-8.8%
Q3 2015$263,000
-7.1%
2,668
+0.9%
0.11%
+1.8%
Q2 2015$283,000
-1.4%
2,645
-1.2%
0.11%
-4.3%
Q1 2015$287,000
+30.5%
2,678
+29.1%
0.12%
+28.6%
Q4 2014$220,000
+5.8%
2,074
+0.5%
0.09%
-8.1%
Q3 2014$208,000
-1.0%
2,0640.0%0.10%
+2.1%
Q2 2014$210,0002,0640.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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