Diversified Portfolios, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
Diversified Portfolios, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$88,892,831
-2.4%
418,496
+1.2%
16.77%
-8.3%
Q2 2023$91,092,064
+10.4%
413,529
+2.3%
18.28%
-0.4%
Q1 2023$82,507,379
+1.4%
404,250
-5.1%
18.36%
-1.6%
Q4 2022$81,400,934
+12.6%
425,759
+5.7%
18.66%
-4.1%
Q3 2022$72,300,000
-2.8%
402,851
+2.2%
19.46%
-6.1%
Q2 2022$74,381,000
-18.7%
394,341
-1.8%
20.72%
-5.5%
Q1 2022$91,457,000
-9.0%
401,708
-3.5%
21.92%
-9.3%
Q4 2021$100,467,000
+10.8%
416,116
+1.9%
24.16%
-3.7%
Q3 2021$90,684,000
+3.6%
408,378
+3.9%
25.08%
-24.0%
Q2 2021$87,552,000
+17.2%
392,927
+8.7%
32.99%
+34.3%
Q1 2021$74,698,000
+6.8%
361,403
+0.5%
24.57%
-1.8%
Q4 2020$69,966,000
+15.4%
359,466
+0.9%
25.02%
-4.6%
Q3 2020$60,650,000
+7.5%
356,117
-1.2%
26.22%
-2.9%
Q2 2020$56,428,000
+22.1%
360,496
+0.5%
26.99%
+5.3%
Q1 2020$46,229,000
-21.9%
358,615
-0.9%
25.64%
-8.6%
Q4 2019$59,197,000
+7.6%
361,793
-0.7%
28.04%
+0.7%
Q3 2019$55,040,000
+0.8%
364,503
+0.2%
27.85%
-7.2%
Q2 2019$54,614,000
+3.6%
363,878
-0.1%
30.01%
+2.4%
Q1 2019$52,722,000
+11.3%
364,329
-1.8%
29.30%
-0.2%
Q4 2018$47,374,000
-16.8%
371,180
-2.5%
29.37%
-6.7%
Q3 2018$56,956,000
+4.4%
380,596
-2.0%
31.49%
+1.2%
Q2 2018$54,564,000
+0.9%
388,550
-2.5%
31.12%
+0.1%
Q1 2018$54,071,000
-3.2%
398,403
-2.2%
31.09%
+1.8%
Q4 2017$55,884,000
+4.3%
407,171
-1.5%
30.53%
+0.5%
Q3 2017$53,559,000
+4.6%
413,523
+0.5%
30.39%
-0.1%
Q2 2017$51,207,000
+4.8%
411,470
+2.1%
30.41%
+2.9%
Q1 2017$48,877,000
+7.4%
402,877
+2.1%
29.54%
+5.2%
Q4 2016$45,522,000
+4.6%
394,745
+1.0%
28.08%
+3.2%
Q3 2016$43,528,000
+5.9%
390,983
+2.0%
27.21%
+6.2%
Q2 2016$41,095,000
+1.5%
383,488
-0.7%
25.62%
+0.5%
Q1 2016$40,486,000
-12.9%
386,240
-13.3%
25.48%
-14.1%
Q4 2015$46,472,000
+11.0%
445,557
+5.1%
29.67%
+6.9%
Q3 2015$41,865,000
-4.5%
424,080
+4.3%
27.76%
+0.5%
Q2 2015$43,847,000
+3.1%
406,779
+2.6%
27.63%
+2.7%
Q1 2015$42,530,000
+8.4%
396,546
+7.1%
26.91%
+15.6%
Q4 2014$39,237,000370,15823.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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