ROPES WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$21,993,941
+1.7%
103,545
+5.4%
4.27%
+18.9%
Q2 2023$21,634,094
+9.6%
98,212
+1.5%
3.59%
+0.5%
Q1 2023$19,743,182
+9.4%
96,733
+2.5%
3.57%
+10.1%
Q4 2022$18,040,869
-2.4%
94,361
-8.4%
3.24%
-16.5%
Q3 2022$18,483,000
+12.5%
102,986
+18.3%
3.88%
+15.0%
Q2 2022$16,424,000
+19.0%
87,072
+43.6%
3.38%
+42.6%
Q1 2022$13,802,000
-5.5%
60,624
+0.2%
2.37%
-7.8%
Q4 2021$14,606,000
+8.8%
60,497
+0.1%
2.57%
+19.4%
Q3 2021$13,426,000
-3.3%
60,459
-3.0%
2.15%
-2.0%
Q2 2021$13,891,000
+7.6%
62,341
+3.6%
2.20%
-3.0%
Q1 2021$12,904,000
+10.2%
60,175
+0.0%
2.26%
+24.6%
Q4 2020$11,712,000
+29.9%
60,174
+13.6%
1.82%
+4.0%
Q3 2020$9,019,000
+34.8%
52,956
+23.9%
1.75%
+27.9%
Q2 2020$6,693,000
+17.9%
42,756
-2.9%
1.37%
-4.9%
Q1 2020$5,678,000
+53.4%
44,048
+94.7%
1.44%
+80.2%
Q4 2019$3,701,000
+141.9%
22,618
+123.2%
0.80%
+145.2%
Q3 2019$1,530,000
+117.6%
10,132
+116.4%
0.32%
+119.6%
Q2 2019$703,000
+3.8%
4,6810.0%0.15%
-17.3%
Q1 2019$677,000
+13.8%
4,681
+0.4%
0.18%
+4.7%
Q4 2018$595,000
-14.8%
4,6630.0%0.17%
-1.2%
Q3 2018$698,000
+15.0%
4,663
+8.0%
0.17%
+5.5%
Q2 2018$607,000
+3.6%
4,3190.0%0.16%
+2.5%
Q1 2018$586,000
-1.2%
4,3190.0%0.16%
+3.2%
Q4 2017$593,000
+6.1%
4,3190.0%0.16%
+2.0%
Q3 2017$559,000
+2.9%
4,319
-1.0%
0.15%
-1.3%
Q2 2017$543,000
+2.6%
4,3640.0%0.15%
+0.7%
Q1 2017$529,000
+1859.3%
4,364
+1781.0%
0.15%
+1812.5%
Q4 2016$27,000
+3.8%
2320.0%0.01%
-11.1%
Q3 2016$26,000
+4.0%
2320.0%0.01%0.0%
Q2 2016$25,000
+4.2%
232
+0.4%
0.01%
-18.2%
Q1 2016$24,0000.0%2310.0%0.01%0.0%
Q4 2015$24,000
+4.3%
2310.0%0.01%
-8.3%
Q3 2015$23,000
-8.0%
2310.0%0.01%
-14.3%
Q2 2015$25,0000.0%2310.0%0.01%
+7.7%
Q1 2015$25,0002310.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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