Tortoise Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,354,168
-3.1%
34,623
+0.5%
1.10%
-2.8%
Q2 2023$7,589,464
+8.7%
34,454
+0.8%
1.13%
+1.3%
Q1 2023$6,979,206
+7.3%
34,195
+0.5%
1.11%
-2.5%
Q4 2022$6,505,454
+3.9%
34,026
-2.4%
1.14%
-6.3%
Q3 2022$6,260,000
-1.0%
34,880
+4.0%
1.22%
-1.9%
Q2 2022$6,325,000
-13.6%
33,535
+4.3%
1.24%
-8.5%
Q1 2022$7,320,000
-4.3%
32,153
+1.5%
1.36%
-5.4%
Q4 2021$7,652,000
+7.4%
31,692
-1.3%
1.43%
-0.6%
Q3 2021$7,128,000
-0.5%
32,100
-0.1%
1.44%
-2.6%
Q2 2021$7,162,000
+6.7%
32,142
-1.1%
1.48%
+0.2%
Q1 2021$6,715,000
+5.7%
32,488
-0.4%
1.48%
+1.9%
Q4 2020$6,350,000
+12.1%
32,626
-1.9%
1.45%
+4.8%
Q3 2020$5,667,000
+7.4%
33,274
-1.3%
1.38%
+1.3%
Q2 2020$5,277,000
+18.9%
33,711
-2.1%
1.36%
+6.0%
Q1 2020$4,439,000
-15.8%
34,435
+6.8%
1.29%
+3.5%
Q4 2019$5,275,000
+10.4%
32,237
+1.9%
1.24%
+0.9%
Q3 2019$4,777,000
-6.7%
31,636
-7.3%
1.23%
-4.8%
Q2 2019$5,120,000
-7.4%
34,111
-10.7%
1.29%
-10.5%
Q1 2019$5,529,000
+28.4%
38,209
+13.2%
1.45%
+24.1%
Q4 2018$4,306,000
+55.6%
33,741
+82.5%
1.16%
+60.2%
Q3 2018$2,767,000
+4.6%
18,490
-1.9%
0.73%0.0%
Q2 2018$2,646,000
+4.6%
18,843
+1.1%
0.73%
+3.9%
Q1 2018$2,529,000
+4.6%
18,633
+5.8%
0.70%
+1.0%
Q4 2017$2,417,000
+8.9%
17,613
+2.7%
0.69%
+2.7%
Q3 2017$2,220,000
+4.1%
17,142
+0.0%
0.68%
-2.0%
Q2 2017$2,133,000
+2.6%
17,137
+0.0%
0.69%
+1.3%
Q1 2017$2,079,000
+5.3%
17,134
+0.0%
0.68%0.0%
Q4 2016$1,975,000
+3.6%
17,1260.0%0.68%
+5.1%
Q3 2016$1,907,000
+1.8%
17,126
-2.0%
0.65%
-0.8%
Q2 2016$1,873,000
+2.2%
17,4760.0%0.65%
-1.1%
Q1 2016$1,832,000
-7.9%
17,476
-8.3%
0.66%
-7.4%
Q4 2015$1,989,000
+9.5%
19,066
+3.6%
0.71%
+3.2%
Q3 2015$1,816,000
+186.9%
18,398
+211.2%
0.69%
+189.9%
Q2 2015$633,000
-2.6%
5,912
-2.5%
0.24%
-4.0%
Q1 2015$650,000
+165.3%
6,062
+162.3%
0.25%
+153.1%
Q4 2014$245,000
+28.9%
2,311
+23.2%
0.10%
+22.5%
Q3 2014$190,000
-0.5%
1,876
+0.1%
0.08%0.0%
Q2 2014$191,000
-13.2%
1,874
-17.1%
0.08%
-21.6%
Q1 2014$220,000
-15.4%
2,260
-16.9%
0.10%
+43.7%
Q4 2013$260,000
+118.5%
2,718
+100.1%
0.07%
-1.4%
Q3 2013$119,000
+6.2%
1,358
+0.1%
0.07%
-2.7%
Q2 2013$112,000
+1.8%
1,357
+0.1%
0.07%
-6.3%
Q1 2013$110,000
+11.1%
1,355
+0.1%
0.08%
+1.3%
Q4 2012$99,0001,3540.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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