Boston Standard Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$135,440,0000.0%637,6350.0%35.75%0.0%
Q3 2023$135,440,000
-1.8%
637,635
+1.8%
35.75%
+1.3%
Q2 2023$137,984,000
+12.1%
626,404
+3.9%
35.29%
-0.1%
Q1 2023$123,085,000
+6.2%
603,060
-0.5%
35.32%
+2.8%
Q4 2022$115,846,000
-99.9%
605,920
+8.8%
34.38%
+2.4%
Q3 2022$99,921,000,000
-2.5%
556,757
+3.5%
33.57%
+1.8%
Q2 2022$102,523,000,000
-15.2%
537,866
+1.2%
33.00%
-4.8%
Q1 2022$120,955,000,000
-3.9%
531,272
+1.9%
34.67%
-1.2%
Q4 2021$125,857,000,000
+9.0%
521,275
+0.3%
35.10%
+1.8%
Q3 2021$115,425,000,000
+1.6%
519,794
+2.0%
34.49%
+0.4%
Q2 2021$113,577,000,000
+14.5%
509,725
+5.6%
34.36%
+6.5%
Q1 2021$99,204,000,000
+35.7%
482,887
+28.6%
32.28%
+18.6%
Q4 2020$73,097,000,000
+166.5%
375,549
+133.1%
27.21%
+135.4%
Q3 2020$27,433,000,000
+50.5%
161,079
+38.4%
11.56%
+40.4%
Q2 2020$18,222,000,000
+32.4%
116,413
+4.0%
8.23%
+10.1%
Q1 2020$13,759,000,000
-22.8%
111,896
+2.7%
7.48%
-6.1%
Q4 2019$17,823,000,000
+9.8%
108,930
+1.4%
7.96%
+1.7%
Q3 2019$16,225,000,000
-0.2%
107,451
+0.2%
7.82%
-1.6%
Q2 2019$16,253,000,000
+4.9%
107,279
+1.4%
7.95%
-1.4%
Q1 2019$15,489,000,000
+14.9%
105,803
+0.2%
8.06%
+0.5%
Q4 2018$13,483,000,000
-16.1%
105,638
-1.6%
8.02%
-8.2%
Q3 2018$16,067,000,000
+0.8%
107,360
-8.6%
8.74%
-12.4%
Q1 2018$15,938,000,000
-0.9%
117,434
+0.2%
9.97%
-2.5%
Q4 2017$16,079,000,000
-69.8%
117,154
-71.5%
10.23%
-71.3%
Q3 2017$53,224,000,000
+4.3%
410,929
+0.4%
35.58%
+0.2%
Q2 2017$51,043,000,000
+5.0%
409,160
+2.1%
35.52%
-4.8%
Q1 2017$48,605,000,000
+9.3%
400,631
+3.9%
37.30%
+5.9%
Q4 2016$44,467,000,000
+8.1%
385,601
+4.4%
35.22%
+5.9%
Q3 2016$41,127,000,000
+13.0%
369,412
+8.7%
33.26%
+4.9%
Q2 2016$36,410,000,000
+12.2%
339,769
+9.8%
31.69%
+6.5%
Q1 2016$32,461,000,000
+13.2%
309,331
+13.6%
29.76%
+5.1%
Q4 2015$28,670,000,000
+13.7%
272,215
+4.7%
28.31%
+12.7%
Q3 2015$25,205,000,000
-6.6%
260,057
+2.9%
25.12%
-0.5%
Q2 2015$26,980,000,000
+1.1%
252,787
+3.1%
25.24%
+1.3%
Q1 2015$26,692,000,000
+10.1%
245,216
+4.9%
24.90%
+3.9%
Q4 2014$24,254,000,000233,86123.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders