Dakota Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,665 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.60 and the average weighting 2.4%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$13,225,364
-1.4%
49,439
-4.2%
0.31%
-6.6%
Q1 2024$13,414,678
+17.4%
51,615
+7.2%
0.33%
-25.0%
Q4 2023$11,423,036
+21.7%
48,154
+9.0%
0.44%
+7.2%
Q3 2023$9,387,623
-5.0%
44,196
-1.5%
0.41%
-11.0%
Q2 2023$9,882,371
+257.6%
44,863
+231.3%
0.46%
+151.4%
Q1 2023$2,763,875
+2.2%
13,542
-4.3%
0.18%
-3.6%
Q4 2022$2,704,990
+2.2%
14,148
-4.1%
0.19%
-10.3%
Q3 2022$2,647,000
-5.3%
14,749
-0.5%
0.21%
-16.7%
Q2 2022$2,795,000
-7.0%
14,817
+12.2%
0.26%
+5.3%
Q1 2022$3,006,000
-5.0%
13,202
+0.7%
0.24%
-26.9%
Q4 2021$3,164,000
+29.9%
13,105
+19.5%
0.33%
+19.3%
Q3 2021$2,435,000
-1.8%
10,966
-1.5%
0.28%
-5.1%
Q2 2021$2,480,000
+6.7%
11,130
-1.0%
0.30%
-3.3%
Q1 2021$2,324,000
+5.1%
11,244
-1.1%
0.30%
+5.9%
Q4 2020$2,212,000
+8.4%
11,365
-5.1%
0.29%
-10.6%
Q3 2020$2,041,000
-5.3%
11,981
-13.0%
0.32%
-12.7%
Q2 2020$2,156,000
-5.9%
13,772
-22.5%
0.37%
-26.2%
Q1 2020$2,292,000
-24.2%
17,779
-3.8%
0.50%
+3.3%
Q4 2019$3,022,000
+7.8%
18,473
-0.5%
0.48%
+0.4%
Q3 2019$2,803,000
+4.9%
18,558
+4.4%
0.48%
-5.7%
Q2 2019$2,673,000
-13.2%
17,779
-16.5%
0.51%
-16.5%
Q1 2019$3,079,000
+11.2%
21,283
-0.5%
0.61%
-2.4%
Q4 2018$2,770,000
-6.5%
21,381
+8.0%
0.63%
-5.9%
Q3 2018$2,963,000
+23.6%
19,795
+15.9%
0.67%
-0.1%
Q2 2018$2,398,00017,0750.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Symetra Investment Management Co 577,688$108,964,000100.00%
Rainwater Charitable Foundation 576,502$108,740,00084.96%
Monashee Investment Management LLC 1,196,400$225,665,00082.14%
Ebor Charitable Trust 109,944$20,738,00067.24%
Kinsale Capital Group, Inc. 326,312$61,549,00061.43%
Cabot-Wellington, LLC 525,099$99,044,08460.66%
Gibson Capital, LLC 957,377$180,446,00053.44%
Beacon Wealthcare LLC 462,925$87,317,00048.27%
Avalon Advisory Group 430,142$81,133,00048.14%
CARL STUART INVESTMENT ADVISOR, INC 266,896$51,999,00045.23%
View complete list of VANGUARD INDEX FDS shareholders