Spectrum Asset Management, Inc. (NB/CA) - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Spectrum Asset Management, Inc. (NB/CA) ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$410,592
-3.6%
1,9330.0%0.22%
+1.9%
Q2 2023$425,805
+8.0%
1,933
+0.1%
0.21%
+8.7%
Q1 2023$394,325
+6.8%
1,9320.0%0.20%
+8.9%
Q4 2022$369,382
+5.8%
1,932
-0.6%
0.18%0.0%
Q3 2022$349,000
-15.9%
1,944
-11.7%
0.18%
-12.7%
Q2 2022$415,000
-49.0%
2,202
-38.4%
0.20%
-35.7%
Q1 2022$814,000
-5.8%
3,5770.0%0.32%
+30.7%
Q4 2021$864,000
+2.4%
3,577
-5.9%
0.24%
-5.8%
Q3 2021$844,000
-1.5%
3,800
-1.2%
0.26%
+0.8%
Q2 2021$857,000
-4.1%
3,847
-11.0%
0.26%
-6.5%
Q1 2021$894,000
+6.9%
4,324
+0.6%
0.28%
-8.0%
Q4 2020$836,000
+8.3%
4,297
-5.1%
0.30%
-7.7%
Q3 2020$772,000
+10.6%
4,530
+1.6%
0.32%
-10.2%
Q2 2020$698,000
+20.6%
4,459
-0.8%
0.36%
-34.7%
Q1 2020$579,000
-79.5%
4,495
-73.9%
0.55%
-64.4%
Q4 2019$2,820,000
+7.7%
17,237
-0.6%
1.56%
-7.2%
Q3 2019$2,619,000
+2.1%
17,342
+1.5%
1.68%
+4.1%
Q2 2019$2,564,000
+2.2%
17,082
-1.5%
1.61%
-4.6%
Q1 2019$2,510,000
+19.9%
17,345
+5.7%
1.69%
+1.7%
Q4 2018$2,093,000
-16.8%
16,402
-2.5%
1.66%
+10.7%
Q3 2018$2,517,000
-3.5%
16,822
-9.5%
1.50%
-35.1%
Q2 2018$2,609,000
+3.4%
18,582
+0.4%
2.31%
+4.1%
Q1 2018$2,522,000
+0.6%
18,502
+1.3%
2.22%
+15.8%
Q4 2017$2,506,000
+4.4%
18,258
-1.5%
1.92%
-6.9%
Q3 2017$2,400,000
+10.5%
18,533
+6.2%
2.06%
+2.5%
Q2 2017$2,172,000
+2.7%
17,453
+0.1%
2.01%
+3.2%
Q1 2017$2,114,000
+75.1%
17,429
+66.6%
1.94%
+66.4%
Q4 2016$1,207,000
+345.4%
10,464
+330.3%
1.17%
+298.6%
Q3 2016$271,000
-0.7%
2,432
-4.6%
0.29%
-9.0%
Q2 2016$273,0002,5500.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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