MARK SHEPTOFF FINANCIAL PLANNING, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,481 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.17 and the average weighting 2.6%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$221,756
-3.6%
1,0440.0%0.14%
+8.4%
Q2 2023$229,972
+11.0%
1,044
+2.9%
0.13%
+9.2%
Q1 2023$207,162
+6.8%
1,0150.0%0.12%
+5.3%
Q4 2022$194,058
+6.6%
1,0150.0%0.11%
+2.7%
Q3 2022$182,000
-4.7%
1,0150.0%0.11%
+0.9%
Q2 2022$191,000
-17.3%
1,0150.0%0.11%
-5.2%
Q1 2022$231,000
-5.7%
1,0150.0%0.12%
-0.9%
Q4 2021$245,000
+8.9%
1,0150.0%0.12%
-5.6%
Q3 2021$225,000
-0.4%
1,0150.0%0.12%
+2.5%
Q2 2021$226,000
+7.6%
1,0150.0%0.12%0.0%
Q1 2021$210,000
+6.1%
1,0150.0%0.12%
+7.1%
Q4 2020$198,000
+14.5%
1,0150.0%0.11%
+6.6%
Q3 2020$173,000
-12.6%
1,015
-19.8%
0.11%
-17.2%
Q2 2020$198,000
+21.5%
1,2650.0%0.13%
+4.1%
Q1 2020$163,000
-21.3%
1,2650.0%0.12%
-5.4%
Q4 2019$207,000
+8.4%
1,2650.0%0.13%
+0.8%
Q3 2019$191,000
+0.5%
1,2650.0%0.13%
-0.8%
Q2 2019$190,000
+3.8%
1,2650.0%0.13%
-1.5%
Q1 2019$183,000
+13.7%
1,2650.0%0.13%
-1.5%
Q4 2018$161,000
-14.8%
1,2650.0%0.13%
+3.1%
Q3 2018$189,000
+6.2%
1,2650.0%0.13%
-1.5%
Q2 2018$178,000
+3.5%
1,2650.0%0.13%
+10.9%
Q1 2018$172,000
-1.1%
1,2650.0%0.12%
+5.3%
Q4 2017$174,000
+6.1%
1,2650.0%0.11%
+2.7%
Q3 2017$164,000
+4.5%
1,2650.0%0.11%
+1.9%
Q2 2017$157,000
+2.6%
1,265
-0.1%
0.11%
-0.9%
Q1 2017$153,000
+4.8%
1,266
+0.1%
0.11%
+0.9%
Q4 2016$146,000
+5.8%
1,265
+2.0%
0.11%
+4.9%
Q3 2016$138,000
+3.8%
1,2400.0%0.10%
+4.0%
Q2 2016$133,000
+2.3%
1,2400.0%0.10%
-6.6%
Q1 2016$130,000
+0.8%
1,2400.0%0.11%
+1.0%
Q4 2015$129,0001,2400.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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