AllSquare Wealth Management LLC - 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
AllSquare Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$21,128,919
+1.9%
99,472
-0.0%
13.78%
+2.2%
Q2 2023$20,733,596
+1.3%
99,475
-0.8%
13.48%
+1.8%
Q1 2023$20,465,741
+6.9%
100,273
+0.2%
13.24%
+0.9%
Q4 2022$19,139,982
+5.3%
100,110
-1.1%
13.12%
-0.1%
Q3 2022$18,174,000
-3.0%
101,264
+1.9%
13.14%
+3.0%
Q2 2022$18,742,000
-16.4%
99,362
+0.9%
12.75%
-5.3%
Q1 2022$22,422,000
-7.9%
98,486
-2.3%
13.46%
-5.0%
Q4 2021$24,343,000
+7.2%
100,823
-1.4%
14.17%
+4.5%
Q3 2021$22,709,000
-1.1%
102,263
-0.8%
13.57%
+1.2%
Q2 2021$22,967,000
+6.8%
103,073
-1.0%
13.40%
+0.8%
Q1 2021$21,512,000
+5.9%
104,079
-0.3%
13.29%
-2.0%
Q4 2020$20,310,000
+3.8%
104,347
-9.2%
13.57%
-4.6%
Q3 2020$19,570,000
+3.3%
114,910
-5.1%
14.22%
-0.4%
Q2 2020$18,947,000
+21.5%
121,045
+0.1%
14.27%
+5.3%
Q1 2020$15,591,000
-22.7%
120,941
-1.9%
13.56%
-3.7%
Q4 2019$20,180,000
+8.2%
123,335
-0.2%
14.08%
+1.9%
Q3 2019$18,659,000
+0.3%
123,571
-0.3%
13.82%
-0.3%
Q2 2019$18,597,000
+2.7%
123,905
-0.9%
13.86%
+1.9%
Q1 2019$18,100,000
+15.0%
125,077
+1.4%
13.60%
+4.5%
Q4 2018$15,741,000
-14.5%
123,335
+0.2%
13.01%
-5.2%
Q3 2018$18,416,000
-0.1%
123,063
-6.3%
13.73%
-1.4%
Q2 2018$18,438,000
+2.2%
131,298
-1.2%
13.93%
-2.7%
Q1 2018$18,045,000
-2.8%
132,954
-1.7%
14.32%
-2.2%
Q4 2017$18,557,000
+5.4%
135,205
-0.6%
14.64%
+1.3%
Q3 2017$17,614,000
+2.8%
135,994
-1.2%
14.45%
-17.1%
Q2 2017$17,132,000
+1.1%
137,664
-1.4%
17.42%
+17.3%
Q1 2017$16,939,000
+7.9%
139,625
+2.6%
14.85%
+3.1%
Q4 2016$15,697,000
+5.2%
136,113
+1.5%
14.41%
+0.3%
Q3 2016$14,923,000
+3.1%
134,042
-0.7%
14.36%
-0.4%
Q2 2016$14,469,000
+0.7%
135,027
-1.5%
14.41%
+1.2%
Q1 2016$14,374,000
-1.2%
137,133
-1.7%
14.24%
-2.8%
Q4 2015$14,549,000
+5.1%
139,494
-0.6%
14.65%
+3.1%
Q3 2015$13,849,000
-10.5%
140,286
-3.0%
14.21%
-1.6%
Q2 2015$15,477,000
-2.4%
144,614
-2.2%
14.44%
-4.8%
Q1 2015$15,863,000
-0.9%
147,909
-2.1%
15.16%
-3.1%
Q4 2014$16,013,000151,06615.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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