Private Ocean, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,277 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.31 and the average weighting 2.4%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,379,790
-7.0%
30,035
-3.5%
0.81%
-6.8%
Q2 2023$6,857,789
+63.6%
31,132
+51.6%
0.87%
+56.0%
Q1 2023$4,191,200
+7.4%
20,535
+0.6%
0.56%
+15.1%
Q4 2022$3,900,948
-4.1%
20,404
-10.0%
0.48%
-24.5%
Q3 2022$4,069,000
+12.5%
22,675
+18.2%
0.64%
+15.1%
Q2 2022$3,617,000
-22.5%
19,178
-6.5%
0.56%
-4.3%
Q1 2022$4,668,000
-9.6%
20,504
-4.1%
0.58%
-3.6%
Q4 2021$5,161,000
+3.3%
21,377
-5.0%
0.60%
-0.7%
Q3 2021$4,996,000
+3.2%
22,498
+3.6%
0.61%
-4.1%
Q2 2021$4,841,0000.0%21,726
-7.2%
0.63%
-26.3%
Q1 2021$4,841,000
+3.7%
23,422
-2.4%
0.86%
-8.7%
Q4 2020$4,670,000
+8.9%
23,991
-4.8%
0.94%
-6.3%
Q3 2020$4,290,000
+2.0%
25,190
-6.3%
1.00%
-2.6%
Q2 2020$4,207,000
+21.3%
26,882
-0.1%
1.03%
+8.7%
Q1 2020$3,469,000
-14.7%
26,915
+8.2%
0.95%
-3.9%
Q4 2019$4,069,000
-1.9%
24,865
-9.5%
0.99%
-4.1%
Q3 2019$4,149,000
+12.0%
27,474
+11.3%
1.03%
+4.0%
Q2 2019$3,705,000
-3.1%
24,688
-6.6%
0.99%
-4.8%
Q1 2019$3,824,000
+1.0%
26,422
-10.9%
1.04%
-2.8%
Q4 2018$3,787,000
-10.5%
29,667
+5.0%
1.07%
-43.2%
Q3 2018$4,229,000
+10.0%
28,259
+3.2%
1.88%
+6.1%
Q2 2018$3,844,000
+8.1%
27,373
+4.5%
1.77%
+4.7%
Q1 2018$3,555,000
+20.3%
26,195
+21.7%
1.70%
+2.9%
Q4 2017$2,954,000
+12.8%
21,519
+6.5%
1.65%
+3.3%
Q3 2017$2,618,000
+3.0%
20,212
-1.1%
1.60%
-3.1%
Q2 2017$2,542,000
-1.2%
20,427
-3.7%
1.65%
-3.2%
Q1 2017$2,574,000
+0.1%
21,214
-4.9%
1.70%
-2.2%
Q4 2016$2,572,000
+1.8%
22,301
-1.8%
1.74%
+3.8%
Q3 2016$2,527,000
+3.0%
22,699
-0.8%
1.68%
-4.9%
Q2 2016$2,453,000
-1.0%
22,889
-3.1%
1.76%
-3.7%
Q1 2016$2,477,000
+0.8%
23,630
+0.3%
1.83%
+1.7%
Q4 2015$2,458,000
+5.8%
23,571
+0.2%
1.80%
+4.9%
Q3 2015$2,323,000
-13.6%
23,535
-6.4%
1.71%
-13.2%
Q2 2015$2,690,000
-5.6%
25,137
-5.4%
1.98%
-5.5%
Q1 2015$2,849,000
+0.4%
26,566
-0.7%
2.09%
-1.3%
Q4 2014$2,837,000
-17.7%
26,766
-21.4%
2.12%
-16.6%
Q3 2014$3,446,000
-3.4%
34,034
-2.9%
2.54%
-3.9%
Q2 2014$3,568,000
+4.9%
35,063
+0.5%
2.64%
+4.8%
Q1 2014$3,402,000
+0.6%
34,899
-1.1%
2.52%
-7.5%
Q4 2013$3,383,00035,2742.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
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