Capstone Financial Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Capstone Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$180,265,142
-3.1%
848,666
+0.5%
14.22%
+1.7%
Q2 2023$185,987,631
+10.5%
844,324
+2.4%
13.98%
+5.1%
Q1 2023$168,292,749
+9.1%
824,560
+2.2%
13.30%
+1.9%
Q4 2022$154,316,990
+9.5%
807,139
+2.8%
13.06%
+0.4%
Q3 2022$140,917,000
-1.1%
785,182
+4.0%
13.00%
+7.2%
Q2 2022$142,426,000
-17.8%
755,092
-0.7%
12.12%
-3.6%
Q1 2022$173,195,000
-4.9%
760,728
+0.9%
12.57%
-4.5%
Q4 2021$182,070,000
+10.7%
754,101
+1.8%
13.17%
+2.2%
Q3 2021$164,431,000
+28.3%
740,480
+28.8%
12.88%
+27.3%
Q2 2021$128,116,000
+53.6%
574,976
+42.5%
10.12%
+36.8%
Q1 2021$83,387,000
+10.0%
403,440
+3.6%
7.39%
+2.8%
Q4 2020$75,813,000
+18.5%
389,505
+3.7%
7.20%
+6.4%
Q3 2020$63,993,000
+5.5%
375,745
-3.0%
6.77%
-2.4%
Q2 2020$60,629,000
-35.2%
387,331
-46.7%
6.94%
-43.2%
Q1 2020$93,596,000
-48.1%
726,056
-34.2%
12.22%
-51.9%
Q4 2019$180,494,000
+13.0%
1,103,127
+4.3%
25.40%
+3.9%
Q3 2019$159,762,000
+5.4%
1,058,025
+4.8%
24.43%
-0.4%
Q2 2019$151,576,000
+8.3%
1,009,900
+4.4%
24.52%
+2.5%
Q1 2019$140,016,000
+36.4%
967,565
+20.3%
23.93%
+16.1%
Q4 2018$102,673,000
-2.2%
804,456
+14.7%
20.61%
-20.9%
Q3 2018$104,944,000
+33.6%
701,265
+25.4%
26.07%
+10.6%
Q2 2018$78,527,000
+23.5%
559,188
+19.4%
23.57%
+12.4%
Q1 2018$63,575,000
+27.1%
468,428
+28.6%
20.97%
+12.4%
Q4 2017$50,007,000
+32.8%
364,349
+25.3%
18.66%
+11.4%
Q3 2017$37,668,000
+19.6%
290,828
+15.0%
16.75%
+10.0%
Q2 2017$31,486,000
+10.8%
253,002
+8.0%
15.22%
+5.6%
Q1 2017$28,410,000
+6.3%
234,173
+1.1%
14.41%
+18.2%
Q4 2016$26,716,000
-24.8%
231,665
-27.4%
12.19%
-35.4%
Q3 2016$35,544,000
+3.8%
319,268
-0.1%
18.87%
+2.0%
Q2 2016$34,241,000
+0.3%
319,536
-1.9%
18.50%
+36.9%
Q1 2016$34,131,000
-5.4%
325,616
-5.8%
13.51%
+5.4%
Q4 2015$36,072,000
+7.5%
345,846
+1.7%
12.82%
-13.8%
Q3 2015$33,557,000
-3.6%
339,924
+4.5%
14.87%
+9.5%
Q2 2015$34,827,000
+0.0%
325,427
+0.3%
13.58%
+1.6%
Q1 2015$34,813,000
-2.3%
324,601
-3.4%
13.38%
+20.8%
Q4 2014$35,635,000336,18411.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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